Kolinsky Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Kolinsky Wealth Management, LLC

$154 Million
Q3 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 2,699 shares of IWM stock, worth $611,269. This represents 0.39% of its overall portfolio holdings.

Number of Shares

2,699

Previous 1,889 42.88%

Holding current value

$611,269

Previous $383,000 55.61%

% of portfolio

0.39%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,761

Shares Held

308M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Kolinsky Wealth Management, LLC Ishares Russell 2000 ETF Transaction History