A detailed history of Mayfair Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mayfair Advisory Group, LLC holds 2,002 shares of IWM stock, worth $403,202. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,002
Previous 1,229 62.9%
Holding current value
$403,202
Previous $246,000 71.14%
% of portfolio
0.31%
Previous 0.21%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

BUY
$189.48 - $210.3 $146,468 - $162,561
773 Added 62.9%
2,002 $421,000
Q3 2023

Oct 23, 2023

SELL
$174.36 - $198.71 $1,046 - $1,192
-6 Reduced 0.49%
1,229 $217,000
Q1 2023

Apr 20, 2023

BUY
$170.25 - $198.32 $2,894 - $3,371
17 Added 1.4%
1,235 $220,000
Q3 2022

Nov 08, 2022

SELL
$167.31 - $201.07 $3,346 - $4,021
-20 Reduced 1.62%
1,218 $206,000
Q4 2021

Jan 19, 2022

SELL
$212.12 - $242.56 $33,939 - $38,809
-160 Reduced 11.44%
1,238 $269,000
Q3 2021

Oct 08, 2021

SELL
$211.73 - $231.39 $87,867 - $96,026
-415 Reduced 22.89%
1,398 $308,000
Q2 2021

Jul 29, 2021

BUY
$211.85 - $232.89 $127,321 - $139,966
601 Added 49.59%
1,813 $416,000
Q4 2020

Jan 28, 2021

BUY
$152.18 - $199.14 $184,442 - $241,357
1,212 New
1,212 $238,000
Q1 2020

Apr 16, 2020

SELL
$99.9 - $169.53 $121,078 - $205,470
-1,212 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
$146.46 - $166.68 $177,509 - $202,016
1,212 New
1,212 $201,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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