Lifeworks Advisors, LLC Ishares Russell 2000 ETF Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

A detailed history of Lifeworks Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 7,486 shares of IWM stock, worth $1.66 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
7,486
Previous 4,299 74.13%
Holding current value
$1.66 Million
Previous $872,000 89.56%
% of portfolio
0.33%
Previous 0.25%

Shares

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

Nov 06, 2024
BUY
$200.87 - $224.6 $640,172 - $715,800
3,187 Added 74.13%
7,486 $1.65 Million
Q2 2024

Aug 13, 2024
SELL
$192.84 - $209.44 $46,860 - $50,893
-243 Reduced 5.35%
4,299 $872,000
Q1 2024

May 10, 2024
BUY
$189.48 - $210.3 $77,876 - $86,433
411 Added 9.95%
4,542 $955,000
Q4 2023

Feb 12, 2024
SELL
$162.21 - $204.82 $139,987 - $176,759
-863 Reduced 17.28%
4,131 $829,000
Q3 2023

Nov 01, 2023
SELL
$174.36 - $198.71 $103,046 - $117,437
-591 Reduced 10.58%
4,994 $882,000
Q2 2023

Aug 02, 2023
SELL
$170.4 - $187.93 $34,080 - $37,586
-200 Reduced 3.46%
5,585 $1.05 Million
Q1 2023

May 15, 2023
BUY
$170.25 - $198.32 $404,003 - $470,613
2,373 Added 69.55%
5,785 $1.03 Million
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $13,177 - $14,855
79 Added 2.37%
3,412 $594,000
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $62,220 - $76,205
-379 Reduced 10.21%
3,333 $611,000
Q2 2022

Aug 12, 2022
SELL
$163.9 - $207.91 $32,780 - $41,582
-200 Reduced 5.11%
3,712 $629,000
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $1.46 Million - $1.72 Million
-7,613 Reduced 66.06%
3,912 $803,000
Q4 2021

Feb 15, 2022
BUY
$212.12 - $242.56 $2.44 Million - $2.8 Million
11,525 New
11,525 $2.56 Million

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
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