Mbl Wealth, LLC Ishares Russell 2000 ETF Transaction History

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 6,869 shares of IWM stock, worth $1.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,869
Previous 6,914 0.65%
Holding current value
$1.5 Million
Previous $1.45 Million 4.2%
% of portfolio
0.17%
Previous 0.18%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
SELL
$192.84 - $209.44 $8,677 - $9,424
-45 Reduced 0.65%
6,869 $1.39 Million
Q1 2024

Apr 22, 2024
BUY
$189.48 - $210.3 $246,324 - $273,390
1,300 Added 23.16%
6,914 $1.45 Million
Q4 2023

Jan 18, 2024
SELL
$162.21 - $204.82 $10,219 - $12,903
-63 Reduced 1.11%
5,614 $1.13 Million
Q3 2023

Oct 11, 2023
SELL
$174.36 - $198.71 $12,205 - $13,909
-70 Reduced 1.22%
5,677 $1 Million
Q2 2023

Jul 17, 2023
SELL
$170.4 - $187.93 $107,011 - $118,020
-628 Reduced 9.85%
5,747 $1.08 Million
Q1 2023

Apr 11, 2023
SELL
$170.25 - $198.32 $13,449 - $15,667
-79 Reduced 1.22%
6,375 $1.14 Million
Q4 2022

Jan 12, 2023
SELL
$166.81 - $188.05 $34,029 - $38,362
-204 Reduced 3.06%
6,454 $1.13 Million
Q3 2022

Jan 12, 2023
SELL
$164.17 - $201.07 $245,105 - $300,197
-1,493 Reduced 18.32%
6,658 $1.1 Million
Q2 2022

Jan 12, 2023
BUY
$163.9 - $207.91 $189,468 - $240,343
1,156 Added 16.53%
8,151 $1.38 Million
Q1 2022

May 02, 2022
BUY
$191.52 - $225.32 $1.34 Million - $1.58 Million
6,995 New
6,995 $1.44 Million
Q3 2021

Oct 25, 2021
SELL
$211.73 - $231.39 $1.56 Million - $1.71 Million
-7,371 Closed
0 $0
Q1 2021

May 27, 2021
SELL
$193.5 - $234.42 $62,887 - $76,186
-325 Reduced 4.22%
7,371 $1.63 Million
Q4 2020

Feb 16, 2021
BUY
$152.18 - $199.14 $1.17 Million - $1.53 Million
7,696 New
7,696 $1.51 Million

Others Institutions Holding IWM

# of Institutions
2,544
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
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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