Lake Point Wealth Management Ishares Russell 2000 ETF Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lake Point Wealth Management holds 698 shares of IWM stock, worth $166,445. This represents 0.07% of its overall portfolio holdings.

Number of Shares
698
Previous 698 -0.0%
Holding current value
$166,445
Previous $143,000 17.48%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2020

May 18, 2020
SELL
$99.9 - $169.53 $6,493 - $11,019
-65 Reduced 8.52%
698 $80,000
Q4 2019

Feb 13, 2020
BUY
$146.46 - $166.68 $109,698 - $124,843
749 Added 5350.0%
763 $126,000
Q4 2018

Feb 21, 2019
BUY
$125.88 - $166.33 $1,762 - $2,328
14 New
14 $2,000

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
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
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management 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 Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email