Lowery Thomas, LLC Ishares Russell 2000 ETF Transaction History

Lowery Thomas, LLC

$131 Million
Q1 2024

A detailed history of Lowery Thomas, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lowery Thomas, LLC holds 4,775 shares of IWM stock, worth $971,091. This represents 0.77% of its overall portfolio holdings.

Number of Shares

4,775

Previous 5,247 9.0%

Holding current value

$971,091

Previous $1.05 Million 4.65%

% of portfolio

0.77%

Previous 0.9%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$189.48 - $210.3 $89,434 - $99,261	-472 Reduced 9.0%	4,775 $1 Million
Q4 2023 Feb 05, 2024	BUY	$162.21 - $204.82 $6,650 - $8,397	41 Added 0.79%	5,247 $1.05 Million
Q3 2023 Nov 01, 2023	BUY	$174.36 - $198.71 $57,713 - $65,773	331 Added 6.79%	5,206 $920,000
Q2 2023 Jul 31, 2023	SELL	$170.4 - $187.93 $4,089 - $4,510	-24 Reduced 0.49%	4,875 $912,000
Q1 2023 May 04, 2023	SELL	$170.25 - $198.32 $3,234 - $3,768	-19 Reduced 0.39%	4,899 $873,000

Q4 2022 Feb 10, 2023	SELL	$170.53 - $188.05 $11,937 - $13,163	-70 Reduced 1.4%	4,918 $857,000
Q2 2022 Aug 15, 2022	SELL	$163.9 - $207.91 $98,831 - $125,369	-603 Reduced 10.79%	4,988 $845,000
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $65,499 - $77,059	-342 Reduced 5.76%	5,591 $1.15 Million
Q4 2021 May 10, 2022	BUY	$212.12 - $242.56 $1.26 Million - $1.44 Million	5,933 New	5,933 $1.32 Million

Others Institutions Holding IWM

# of Institutions

2,586

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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Lowery Thomas, LLC Ishares Russell 2000 ETF Transaction History