Mattern Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Mattern Wealth Management LLC

  • $418 Million
  • Q1 2025

A detailed history of Mattern Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mattern Wealth Management LLC holds 4,252 shares of IWM stock, worth $888,795. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,252
Previous 4,252 -0.0%
Holding current value
$888,795
Previous $939,000 9.69%
% of portfolio
0.2%
Previous 0.22%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
$216.13 - $242.4 $5,403 - $6,060
-25 Reduced 0.58%
4,252 $939,000
Q3 2024

Oct 21, 2024
SELL
$200.87 - $224.6 $5,021 - $5,615
-25 Reduced 0.58%
4,277 $944,000
Q2 2024

Jul 17, 2024
SELL
$192.84 - $209.44 $9,642 - $10,472
-50 Reduced 1.15%
4,302 $872,000
Q3 2023

Nov 01, 2023
SELL
$174.36 - $198.71 $30,861 - $35,171
-177 Reduced 3.91%
4,352 $769,000
Q2 2023

Jul 26, 2023
SELL
$170.4 - $187.93 $15,676 - $17,289
-92 Reduced 1.99%
4,529 $848,000
Q1 2023

May 05, 2023
BUY
$170.25 - $198.32 $17,876 - $20,823
105 Added 2.33%
4,621 $824,000
Q4 2022

Feb 06, 2023
BUY
$166.81 - $188.05 $8,340 - $9,402
50 Added 1.12%
4,516 $787,000
Q3 2022

Nov 01, 2022
SELL
$164.17 - $201.07 $2,462 - $3,016
-15 Reduced 0.33%
4,466 $737,000
Q4 2021

Jan 27, 2022
SELL
$212.12 - $242.56 $529,451 - $605,429
-2,496 Reduced 35.77%
4,481 $997,000
Q3 2021

Oct 13, 2021
SELL
$211.73 - $231.39 $7.98 Million - $8.72 Million
-37,701 Reduced 84.38%
6,977 $1.53 Million
Q2 2021

Jul 27, 2021
BUY
$211.85 - $232.89 $853,967 - $938,779
4,031 Added 9.92%
44,678 $9.6 Million
Q1 2021

May 13, 2021
BUY
$193.5 - $234.42 $7.29 Million - $8.84 Million
37,693 Added 1276.0%
40,647 $8.98 Million
Q4 2020

Feb 12, 2021
BUY
$152.18 - $199.14 $30,436 - $39,828
200 Added 7.26%
2,954 $579,000
Q3 2020

Nov 12, 2020
BUY
$139.07 - $158.46 $13,907 - $15,846
100 Added 3.77%
2,754 $413,000
Q2 2020

Jul 29, 2020
SELL
$104.62 - $153.09 $85,474 - $125,074
-817 Reduced 23.54%
2,654 $380,000
Q1 2020

May 13, 2020
SELL
$99.9 - $169.53 $569,030 - $965,642
-5,696 Reduced 62.14%
3,471 $397,000
Q4 2019

Feb 12, 2020
BUY
$146.46 - $166.68 $1.34 Million - $1.53 Million
9,167 New
9,167 $1.52 Million

Others Institutions Holding IWM

# of Institutions
2,859
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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