Kathleen S. Wright Associates Inc. Ishares Russell 2000 ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $246 Million
  • Q3 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 131 shares of IWM stock, worth $29,071. This represents 0.01% of its overall portfolio holdings.

Number of Shares
131
Previous 131 -0.0%
Holding current value
$29,071
Previous $26,000 7.69%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.77%
131 $26,000
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $162 - $204
1 Added 0.78%
130 $26,000
Q1 2023

Apr 21, 2023
SELL
$170.25 - $198.32 $20,089 - $23,401
-118 Reduced 47.77%
129 $23,000
Q4 2022

Feb 01, 2023
BUY
$166.81 - $188.05 $20,017 - $22,566
120 Added 94.49%
247 $43,000
Q2 2022

Jul 15, 2022
SELL
$163.9 - $207.91 $163 - $207
-1 Reduced 0.78%
127 $22,000
Q1 2022

Apr 29, 2022
BUY
$191.52 - $225.32 $191 - $225
1 Added 0.79%
128 $26,000
Q4 2021

Feb 02, 2022
BUY
$212.12 - $242.56 $26,939 - $30,805
127 New
127 $28,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Kathleen S. Wright Associates Inc. Portfolio

Follow Kathleen S. Wright Associates Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kathleen S. Wright Associates Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kathleen S. Wright Associates Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email