Lws Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 1,837 shares of IWM stock, worth $450,175. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,837

Previous 1,872 1.87%

Holding current value

$450,175

Previous $330,000 11.52%

% of portfolio

0.14%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$162.21 - $204.82 $5,677 - $7,168	-35 Reduced 1.87%	1,837 $368,000
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $11,159 - $12,717	64 Added 3.54%	1,872 $330,000
Q2 2023 Jul 28, 2023	SELL	$170.4 - $187.93 $47,200 - $52,056	-277 Reduced 13.29%	1,808 $338,000
Q1 2023 Apr 28, 2023	SELL	$170.25 - $198.32 $49,713 - $57,909	-292 Reduced 12.28%	2,085 $371,000
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $272,734 - $307,461	-1,635 Reduced 40.75%	2,377 $414,000
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $125,590 - $153,818	-765 Reduced 16.01%	4,012 $662,000
Q2 2022 Aug 05, 2022	BUY	$163.9 - $207.91 $782,950 - $993,186	4,777 New	4,777 $809,000
Q1 2020 May 04, 2020	SELL	$99.9 - $169.53 $18,281 - $31,023	-183 Closed	0 $0
Q4 2019 Feb 06, 2020	BUY	$146.46 - $166.68 $26,802 - $30,502	183 New	183 $30,000

Others Institutions Holding IWM

# of Institutions

2,937

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lws Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lws Wealth Advisors, Inc. with notifications on news.

Account

Lws Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History