Lji Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Lji Wealth Management, LLC

$387 Billion
Q1 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 75,572 shares of IWM stock, worth $15.2 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares

75,572

Previous 72,785 3.83%

Holding current value

$15.2 Million

Previous $14.6 Billion 8.79%

% of portfolio

4.11%

Previous 3.78%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	BUY	$189.48 - $210.3 $528,080 - $586,106	2,787 Added 3.83%	75,572 $15.9 Billion
Q4 2023 Feb 13, 2024	SELL	$162.21 - $204.82 $16,545 - $20,891	-102 Reduced 0.14%	72,785 $14.6 Billion
Q3 2023 Feb 02, 2024	BUY	$174.36 - $198.71 $594,044 - $677,004	3,407 Added 4.9%	72,887 $12.9 Billion
Q2 2023 Feb 02, 2024	SELL	$170.4 - $187.93 $26,241 - $28,941	-154 Reduced 0.22%	69,480 $13 Billion
Q1 2023 Feb 02, 2024	BUY	$170.25 - $198.32 $582,425 - $678,452	3,421 Added 5.17%	69,634 $12.4 Billion

Q4 2022 Jan 02, 2024	BUY	$170.53 - $188.05 $11.3 Million - $12.5 Million	66,213 New	66,213 $11.5 Billion

Others Institutions Holding IWM

# of Institutions

2,582

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Lji Wealth Management, LLC Ishares Russell 2000 ETF Transaction History