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 1,065 shares of IWM stock, worth $236,344. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,065
Previous 1,117 4.66%
Holding current value
$236,344
Previous $226,000 3.98%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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