A detailed history of Lake Street Financial LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lake Street Financial LLC holds 4,587 shares of IWM stock, worth $1.02 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,587
Previous 3,186 43.97%
Holding current value
$1.02 Million
Previous $646,000 56.81%
% of portfolio
0.17%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$200.87 - $224.6 $281,418 - $314,664
1,401 Added 43.97%
4,587 $1.01 Million
Q2 2024

Jul 12, 2024

BUY
$192.84 - $209.44 $79,257 - $86,079
411 Added 14.81%
3,186 $646,000
Q1 2024

Apr 19, 2024

BUY
$189.48 - $210.3 $104,214 - $115,665
550 Added 24.72%
2,775 $583,000
Q4 2023

Jan 10, 2024

BUY
$162.21 - $204.82 $37,308 - $47,108
230 Added 11.53%
2,225 $446,000
Q3 2023

Oct 20, 2023

BUY
$174.36 - $198.71 $5,753 - $6,557
33 Added 1.68%
1,995 $352,000
Q2 2023

Jul 18, 2023

SELL
$170.4 - $187.93 $47,882 - $52,808
-281 Reduced 12.53%
1,962 $367,000
Q1 2023

Apr 17, 2023

BUY
$170.25 - $198.32 $32,688 - $38,077
192 Added 9.36%
2,243 $400,000
Q4 2022

Jan 25, 2023

SELL
$166.81 - $188.05 $49,042 - $55,286
-294 Reduced 12.54%
2,051 $0
Q3 2022

Oct 21, 2022

BUY
$164.17 - $201.07 $5,910 - $7,238
36 Added 1.56%
2,345 $387,000
Q2 2022

Jul 12, 2022

BUY
$163.9 - $207.91 $17,701 - $22,454
108 Added 4.91%
2,309 $391,000
Q1 2022

May 09, 2022

BUY
$191.52 - $225.32 $52,859 - $62,188
276 Added 14.34%
2,201 $452,000
Q1 2022

Apr 29, 2022

SELL
$191.52 - $225.32 $212,778 - $250,330
-1,111 Reduced 36.59%
1,925 $395,000
Q4 2021

Jan 24, 2022

BUY
$212.12 - $242.56 $196,635 - $224,853
927 Added 43.95%
3,036 $675,000
Q3 2021

Oct 07, 2021

BUY
$211.73 - $231.39 $124,920 - $136,520
590 Added 38.84%
2,109 $461,000
Q1 2021

Apr 16, 2021

SELL
$193.5 - $234.42 $1,161 - $1,406
-6 Reduced 0.39%
1,519 $336,000
Q4 2020

Jan 19, 2021

BUY
$152.18 - $199.14 $232,074 - $303,688
1,525 New
1,525 $299,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Lake Street Financial LLC Portfolio

Follow Lake Street Financial 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 Lake Street Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lake Street Financial LLC with notifications on news.