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

Kozak & Associates, Inc.

  • $397 Million
  • Q2 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 293 shares of IWM stock, worth $59,136. This represents 0.01% of its overall portfolio holdings.

Number of Shares
293
Previous 292 0.34%
Holding current value
$59,136
Previous $61,000 3.28%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,580
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
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