A detailed history of Mcdonald Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mcdonald Partners LLC holds 4,855 shares of IWM stock, worth $1.17 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,855
Previous 2,271 113.78%
Holding current value
$1.17 Million
Previous $460,000 133.04%
% of portfolio
0.28%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$200.87 - $224.6 $519,048 - $580,366
2,584 Added 113.78%
4,855 $1.07 Million
Q2 2024

Jul 17, 2024

SELL
$192.84 - $209.44 $5,399 - $5,864
-28 Reduced 1.22%
2,271 $460,000
Q1 2024

Apr 15, 2024

BUY
$189.48 - $210.3 $19,326 - $21,450
102 Added 4.64%
2,299 $483,000
Q4 2023

Feb 12, 2024

BUY
$162.21 - $204.82 $24,331 - $30,723
150 Added 7.33%
2,197 $440,000
Q3 2023

Oct 30, 2023

BUY
$174.36 - $198.71 $4,533 - $5,166
26 Added 1.29%
2,047 $361,000
Q2 2023

Jul 17, 2023

BUY
$170.4 - $187.93 $1,704 - $1,879
10 Added 0.5%
2,021 $378,000
Q1 2023

Apr 19, 2023

SELL
$170.25 - $198.32 $25,878 - $30,144
-152 Reduced 7.03%
2,011 $358,000
Q4 2022

Jan 18, 2023

SELL
$166.81 - $188.05 $500 - $564
-3 Reduced 0.14%
2,163 $0
Q3 2022

Oct 21, 2022

SELL
$164.17 - $201.07 $393,187 - $481,562
-2,395 Reduced 52.51%
2,166 $357,000
Q2 2022

Jul 25, 2022

BUY
$163.9 - $207.91 $31,632 - $40,126
193 Added 4.42%
4,561 $772,000
Q1 2022

Apr 29, 2022

BUY
$191.52 - $225.32 $830,047 - $976,536
4,334 Added 12747.06%
4,368 $897,000
Q4 2021

Jan 31, 2022

SELL
$212.12 - $242.56 $677,723 - $774,979
-3,195 Reduced 98.95%
34 $7,000
Q3 2021

Nov 24, 2021

SELL
$211.73 - $231.39 $36,417 - $39,799
-172 Reduced 5.06%
3,229 $706,000
Q3 2021

Oct 28, 2021

BUY
$211.73 - $231.39 $120,474 - $131,660
569 Added 20.09%
3,401 $744,000
Q2 2021

Nov 24, 2021

SELL
$211.85 - $232.89 $36,438 - $40,057
-172 Reduced 5.73%
2,832 $650,000
Q2 2021

Jul 23, 2021

BUY
$211.85 - $232.89 $16,100 - $17,699
76 Added 2.6%
3,004 $689,000
Q1 2021

Nov 24, 2021

SELL
$193.5 - $234.42 $33,282 - $40,320
-172 Reduced 5.55%
2,928 $647,000
Q1 2021

Apr 15, 2021

BUY
$193.5 - $234.42 $7,353 - $8,907
38 Added 1.24%
3,100 $685,000
Q4 2020

Feb 16, 2021

BUY
$152.18 - $199.14 $465,975 - $609,766
3,062 New
3,062 $600,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Mcdonald Partners LLC Portfolio

Follow Mcdonald Partners 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 Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.