Lion Street Advisors, LLC Ishares Russell 2000 ETF Transaction History

Lion Street Advisors, LLC

  • $282 Million
  • Q3 2024

A detailed history of Lion Street Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lion Street Advisors, LLC holds 3,177 shares of IWM stock, worth $716,890. This represents 0.25% of its overall portfolio holdings.

Number of Shares
3,177
Previous 1,927 64.87%
Holding current value
$716,890
Previous $390,000 79.74%
% of portfolio
0.25%
Previous 0.15%

Shares

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

Oct 10, 2024
BUY
$200.87 - $224.6 $251,087 - $280,750
1,250 Added 64.87%
3,177 $701,000
Q2 2024

Jul 12, 2024
BUY
$192.84 - $209.44 $101,433 - $110,165
526 Added 37.54%
1,927 $390,000
Q4 2023

Jan 09, 2024
SELL
$162.21 - $204.82 $494,253 - $624,086
-3,047 Reduced 68.5%
1,401 $281,000
Q3 2023

Oct 19, 2023
SELL
$174.36 - $198.71 $213,765 - $243,618
-1,226 Reduced 21.61%
4,448 $786,000
Q2 2023

Jul 28, 2023
BUY
$170.4 - $187.93 $181,305 - $199,957
1,064 Added 23.08%
5,674 $1.06 Million
Q1 2023

Apr 12, 2023
BUY
$170.25 - $198.32 $784,852 - $914,255
4,610 New
4,610 $822,000

Others Institutions Holding IWM

# of Institutions
2,547
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
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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