Kolinsky Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Kolinsky Wealth Management, LLC

  • $162 Million
  • Q4 2024

A detailed history of Kolinsky Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 3,136 shares of IWM stock, worth $690,923. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,136
Previous 2,699 16.19%
Holding current value
$690,923
Previous $596,000 16.11%
% of portfolio
0.43%
Previous 0.39%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $94,448 - $105,928
437 Added 16.19%
3,136 $692,000
Q3 2024

Nov 14, 2024
BUY
$200.87 - $224.6 $162,704 - $181,926
810 Added 42.88%
2,699 $596,000
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $43,196 - $46,914
224 Added 13.45%
1,889 $383,000
Q1 2024

May 15, 2024
SELL
$189.48 - $210.3 $12,505 - $13,879
-66 Reduced 3.81%
1,665 $350,000
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $67,965 - $85,819
419 Added 31.94%
1,731 $347,000
Q3 2023

Nov 14, 2023
BUY
$174.36 - $198.71 $1,569 - $1,788
9 Added 0.69%
1,312 $231,000
Q2 2023

Aug 14, 2023
BUY
$170.4 - $187.93 $30,842 - $34,015
181 Added 16.13%
1,303 $244,000
Q1 2023

May 15, 2023
BUY
$170.25 - $198.32 $191,020 - $222,515
1,122 New
1,122 $200,000
Q2 2022

Aug 15, 2022
SELL
$163.9 - $207.91 $173,406 - $219,968
-1,058 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$191.52 - $225.32 $202,628 - $238,388
1,058 New
1,058 $217,000

Others Institutions Holding IWM

# of Institutions
2,906
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
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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