Luminvest Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Luminvest Wealth Management LLC

  • $241 Billion
  • Q3 2024

A detailed history of Luminvest Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 924 shares of IWM stock, worth $220,337. This represents 0.09% of its overall portfolio holdings.

Number of Shares
924
Holding current value
$220,337
% of portfolio
0.09%

Shares

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

Oct 30, 2024
BUY
$200.87 - $224.6 $185,603 - $207,530
924 New
924 $208 Million
Q2 2024

Oct 30, 2024
SELL
$192.84 - $209.44 $178,184 - $193,522
-924 Closed
0 $0
Q4 2023

Oct 30, 2024
BUY
$162.21 - $204.82 $149,882 - $189,253
924 New
924 $203 Million

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
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 Luminvest Wealth Management LLC Portfolio

Follow Luminvest Wealth Management 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 Luminvest Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Luminvest Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email