Journey Strategic Wealth LLC Ishares Russell 2000 ETF Transaction History

Journey Strategic Wealth LLC

  • $2.25 Billion
  • Q1 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 6,582 shares of IWM stock, worth $1.33 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,582
Previous 14,754 55.39%
Holding current value
$1.33 Million
Previous $2.96 Million 53.26%
% of portfolio
0.06%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$189.48 - $210.3 $1.55 Million - $1.72 Million
-8,172 Reduced 55.39%
6,582 $1.38 Million
Q4 2023

Feb 09, 2024
SELL
$162.21 - $204.82 $29,360 - $37,072
-181 Reduced 1.21%
14,754 $2.96 Million
Q3 2023

Nov 08, 2023
SELL
$174.36 - $198.71 $1.44 Million - $1.64 Million
-8,275 Reduced 35.65%
14,935 $2.64 Million
Q2 2023

Aug 14, 2023
BUY
$170.4 - $187.93 $1.25 Million - $1.38 Million
7,347 Added 46.32%
23,210 $4.35 Million
Q1 2023

May 11, 2023
SELL
$170.25 - $198.32 $42,903 - $49,976
-252 Reduced 1.56%
15,863 $2.83 Million
Q4 2022

Feb 14, 2023
BUY
$170.53 - $188.05 $98,566 - $108,692
578 Added 3.72%
16,115 $2.81 Million
Q3 2022

Nov 14, 2022
SELL
$167.31 - $201.07 $32,792 - $39,409
-196 Reduced 1.25%
15,537 $2.56 Million
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $2.58 Million - $3.27 Million
15,733 New
15,733 $2.67 Million
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $2.81 Million - $3.31 Million
-14,698 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $3.12 Million - $3.57 Million
14,698 New
14,698 $3.27 Million

Others Institutions Holding IWM

# of Institutions
2,579
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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