Journey Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Journey Advisory Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Journey Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Journey Advisory Group, LLC holds 1,123 shares of IWM stock, worth $230,293. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,123
Previous 1,065 5.45%
Holding current value
$230,293
Previous $235,000 4.68%
% of portfolio
0.02%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$198.1 - $229.79 $11,489 - $13,327
58 Added 5.45%
1,123 $224,000
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $10,445 - $11,679
-52 Reduced 4.66%
1,065 $235,000
Q2 2024

Aug 02, 2024
SELL
$192.84 - $209.44 $38,568 - $41,888
-200 Reduced 15.19%
1,117 $226,000
Q4 2023

Feb 12, 2024
BUY
$162.21 - $204.82 $213,630 - $269,747
1,317 New
1,317 $264,000
Q2 2023

Aug 09, 2023
SELL
$170.4 - $187.93 $6,134 - $6,765
-36 Reduced 2.96%
1,182 $221,000
Q1 2023

May 04, 2023
SELL
$170.25 - $198.32 $170 - $198
-1 Reduced 0.08%
1,218 $217,000
Q4 2022

Feb 07, 2023
SELL
$166.81 - $188.05 $220,022 - $248,037
-1,319 Reduced 51.97%
1,219 $212,000
Q3 2022

Nov 09, 2022
BUY
$164.17 - $201.07 $38,908 - $47,653
237 Added 10.3%
2,538 $419,000
Q2 2022

Aug 02, 2022
BUY
$163.9 - $207.91 $55,398 - $70,273
338 Added 17.22%
2,301 $431,000
Q1 2022

May 13, 2022
SELL
$191.52 - $225.32 $12,448 - $14,645
-65 Reduced 3.21%
1,963 $403,000
Q3 2021

Nov 12, 2021
SELL
$211.73 - $231.39 $5,293 - $5,784
-25 Reduced 1.22%
2,028 $444,000
Q4 2020

Jan 19, 2021
BUY
$152.18 - $199.14 $312,425 - $408,834
2,053 New
2,053 $403,000

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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