Lex Aurum Advisors, LLC Ishares Russell 2000 ETF Transaction History

Lex Aurum Advisors, LLC

  • $430 Million
  • Q3 2024

A detailed history of Lex Aurum Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lex Aurum Advisors, LLC holds 2,148 shares of IWM stock, worth $476,684. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,148
Previous 1,648 30.34%
Holding current value
$476,684
Previous $334,000 41.92%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Oct 16, 2024
BUY
$200.87 - $224.6 $100,435 - $112,300
500 Added 30.34%
2,148 $474,000
Q1 2024

Apr 10, 2024
BUY
$189.48 - $210.3 $3,600 - $3,995
19 Added 1.17%
1,648 $346,000
Q4 2023

Jan 10, 2024
SELL
$162.21 - $204.82 $23,520 - $29,698
-145 Reduced 8.17%
1,629 $326,000
Q3 2023

Oct 16, 2023
BUY
$174.36 - $198.71 $1,394 - $1,589
8 Added 0.45%
1,774 $313,000
Q2 2023

Jul 25, 2023
SELL
$170.4 - $187.93 $681 - $751
-4 Reduced 0.23%
1,766 $330,000
Q4 2022

Jan 23, 2023
BUY
$166.81 - $188.05 $8,006 - $9,026
48 Added 2.79%
1,770 $0
Q1 2022

May 04, 2022
SELL
$191.52 - $225.32 $130,233 - $153,217
-680 Reduced 28.31%
1,722 $353,000
Q4 2021

Jan 24, 2022
SELL
$212.12 - $242.56 $4,030 - $4,608
-19 Reduced 0.78%
2,402 $534,000
Q3 2021

Nov 03, 2021
SELL
$211.73 - $231.39 $7,410 - $8,098
-35 Reduced 1.43%
2,421 $530,000
Q2 2021

Jul 19, 2021
BUY
$211.85 - $232.89 $305,064 - $335,361
1,440 Added 141.73%
2,456 $563,000
Q1 2021

Apr 22, 2021
SELL
$193.5 - $234.42 $39,087 - $47,352
-202 Reduced 16.58%
1,016 $224,000
Q4 2020

Jan 20, 2021
BUY
$152.18 - $199.14 $185,355 - $242,552
1,218 New
1,218 $239,000
Q3 2020

Oct 22, 2020
SELL
$139.07 - $158.46 $256,166 - $291,883
-1,842 Closed
0 $0
Q2 2020

Jul 22, 2020
SELL
$104.62 - $153.09 $153,059 - $223,970
-1,463 Reduced 44.27%
1,842 $264,000
Q1 2020

Apr 22, 2020
SELL
$99.9 - $169.53 $63,336 - $107,482
-634 Reduced 16.1%
3,305 $378,000
Q4 2019

Jan 27, 2020
BUY
$146.46 - $166.68 $189,812 - $216,017
1,296 Added 49.04%
3,939 $653,000
Q3 2019

Oct 17, 2019
SELL
$144.85 - $157.9 $12,457 - $13,579
-86 Reduced 3.15%
2,643 $400,000
Q2 2019

Jul 19, 2019
SELL
$145.86 - $160.71 $1,021 - $1,124
-7 Reduced 0.26%
2,729 $424,000
Q1 2019

May 03, 2019
BUY
$132.25 - $158.24 $396 - $474
3 Added 0.11%
2,736 $419,000
Q4 2018

Feb 07, 2019
BUY
$125.88 - $166.33 $183,029 - $241,843
1,454 Added 113.68%
2,733 $366,000
Q3 2018

Nov 09, 2018
BUY
$164.2 - $173.02 $210,011 - $221,292
1,279 New
1,279 $216,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
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 Lex Aurum Advisors, LLC Portfolio

Follow Lex Aurum Advisors, 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 Lex Aurum Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lex Aurum Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email