Kozak & Associates, Inc. Ishares Russell 2000 ETF Transaction History

Kozak & Associates, Inc.

  • $430 Million
  • Q4 2024

A detailed history of Kozak & Associates, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kozak & Associates, Inc. holds 371 shares of IWM stock, worth $82,250. This represents 0.02% of its overall portfolio holdings.

Number of Shares
371
Previous 294 26.19%
Holding current value
$82,250
Previous $64,000 26.56%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 06, 2025
BUY
$216.13 - $242.4 $16,642 - $18,664
77 Added 26.19%
371 $81,000
Q3 2024

Oct 17, 2024
BUY
$200.87 - $224.6 $200 - $224
1 Added 0.34%
294 $64,000
Q2 2024

Jul 05, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.34%
293 $59,000
Q1 2024

May 17, 2024
BUY
$189.48 - $210.3 $189 - $210
1 Added 0.34%
292 $61,000
Q4 2023

Jan 17, 2024
BUY
$162.21 - $204.82 $162 - $204
1 Added 0.34%
291 $58,000
Q3 2021

Nov 16, 2021
BUY
$211.73 - $231.39 $61,401 - $67,103
290 New
290 $69,000

Others Institutions Holding IWM

# of Institutions
2,667
Shares Held
305M
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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