Kolinsky Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Kolinsky Wealth Management, LLC

  • $130 Million
  • Q1 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 1,665 shares of IWM stock, worth $334,448. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,665
Previous 1,731 3.81%
Holding current value
$334,448
Previous $347,000 0.86%
% of portfolio
0.27%
Previous 0.31%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,582
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
Track This Portfolio

Track Kolinsky Wealth Management, LLC Portfolio

Follow Kolinsky Wealth Management, LLC 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 Kolinsky Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kolinsky Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email