Mayfair Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Mayfair Advisory Group, LLC

  • $155 Million
  • Q3 2024

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 $477,396. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,002
Previous 2,002 -0.0%
Holding current value
$477,396
Previous $406,000 8.87%
% of portfolio
0.29%
Previous 0.29%

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
$164.17 - $201.07 $3,283 - $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

# 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 Mayfair Advisory Group, LLC Portfolio

Follow Mayfair Advisory Group, 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 Mayfair Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mayfair Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email