Keystone Wealth Services, LLC Ishares Russell 2000 ETF Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

A detailed history of Keystone Wealth Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 6,786 shares of IWM stock, worth $1.56 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
6,786
Previous 6,537 3.81%
Holding current value
$1.56 Million
Previous $1.33 Million 12.97%
% of portfolio
0.45%
Previous 0.45%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$200.87 - $224.6 $50,016 - $55,925
249 Added 3.81%
6,786 $1.5 Million
Q2 2024

Jul 12, 2024
SELL
$192.84 - $209.44 $39,532 - $42,935
-205 Reduced 3.04%
6,537 $1.33 Million
Q1 2024

Apr 12, 2024
BUY
$189.48 - $210.3 $2,842 - $3,154
15 Added 0.22%
6,742 $1.42 Million
Q4 2023

Jan 17, 2024
SELL
$162.21 - $204.82 $203,573 - $257,049
-1,255 Reduced 15.72%
6,727 $1.35 Million
Q3 2023

Oct 05, 2023
SELL
$174.36 - $198.71 $95,374 - $108,694
-547 Reduced 6.41%
7,982 $1.41 Million
Q2 2023

Jul 20, 2023
BUY
$170.4 - $187.93 $20,448 - $22,551
120 Added 1.43%
8,529 $1.6 Million
Q1 2023

Apr 07, 2023
SELL
$170.25 - $198.32 $65,035 - $75,758
-382 Reduced 4.35%
8,409 $1.5 Million
Q4 2022

Feb 09, 2023
BUY
$166.81 - $188.05 $158,469 - $178,647
950 Added 12.12%
8,791 $1.53 Million
Q3 2022

Oct 31, 2022
BUY
$164.17 - $201.07 $48,265 - $59,114
294 Added 3.9%
7,841 $1.29 Million
Q2 2022

Jul 13, 2022
SELL
$163.9 - $207.91 $89,981 - $114,142
-549 Reduced 6.78%
7,547 $1.28 Million
Q1 2022

Apr 21, 2022
BUY
$191.52 - $225.32 $583,561 - $686,550
3,047 Added 60.35%
8,096 $1.66 Million
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $1.07 Million - $1.22 Million
5,049 New
5,049 $1.12 Million

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
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
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