Mine & Arao Wealth Creation & Management, Llc. Ishares Russell 2000 ETF Transaction History

Mine & Arao Wealth Creation & Management, Llc.

$218 Million
Q4 2024

A detailed history of Mine & Arao Wealth Creation & Management, Llc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mine & Arao Wealth Creation & Management, Llc. holds 1,434 shares of IWM stock, worth $325,159. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,434

Previous 1,520 5.66%

Holding current value

$325,159

Previous $335,000 5.67%

% of portfolio

0.15%

Previous 0.16%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$216.13 - $242.4 $18,587 - $20,846	-86 Reduced 5.66%	1,434 $316,000
Q3 2024 Oct 31, 2024	BUY	$200.87 - $224.6 $803 - $898	4 Added 0.26%	1,520 $335,000
Q2 2024 Aug 06, 2024	SELL	$192.84 - $209.44 $9,256 - $10,053	-48 Reduced 3.07%	1,516 $307,000
Q1 2024 May 08, 2024	SELL	$189.48 - $210.3 $3,979 - $4,416	-21 Reduced 1.32%	1,564 $328,000
Q4 2023 Feb 05, 2024	BUY	$162.21 - $204.82 $1,459 - $1,843	9 Added 0.57%	1,585 $318,000
Q3 2023 Nov 15, 2023	SELL	$174.36 - $198.71 $10,635 - $12,121	-61 Reduced 3.73%	1,576 $278,000
Q2 2023 Aug 07, 2023	BUY	$170.4 - $187.93 $681 - $751	4 Added 0.24%	1,637 $306,000
Q1 2023 May 09, 2023	SELL	$170.25 - $198.32 $13,960 - $16,262	-82 Reduced 4.78%	1,633 $291,000
Q4 2022 Feb 03, 2023	BUY	$166.81 - $188.05 $2,001 - $2,256	12 Added 0.7%	1,715 $299,000
Q2 2022 Aug 16, 2022	BUY	$163.9 - $207.91 $22,290 - $28,275	136 Added 8.68%	1,703 $288,000
Q1 2022 May 13, 2022	BUY	$191.52 - $225.32 $383 - $450	2 Added 0.13%	1,567 $322,000
Q4 2021 Feb 07, 2022	BUY	$212.12 - $242.56 $1,060 - $1,212	5 Added 0.32%	1,565 $348,000
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $42,346 - $46,278	-200 Reduced 11.36%	1,560 $341,000
Q2 2021 Aug 09, 2021	BUY	$211.85 - $232.89 $211 - $232	1 Added 0.06%	1,760 $404,000
Q4 2020 Feb 08, 2021	BUY	$152.18 - $199.14 $152 - $199	1 Added 0.06%	1,759 $345,000
Q3 2020 Nov 13, 2020	BUY	$139.07 - $158.46 $278 - $316	2 Added 0.11%	1,758 $263,000
Q2 2020 Aug 04, 2020	BUY	$104.62 - $153.09 $209 - $306	2 Added 0.11%	1,756 $251,000
Q1 2020 May 13, 2020	SELL	$99.9 - $169.53 $33,166 - $56,283	-332 Reduced 15.92%	1,754 $201,000
Q4 2019 Feb 12, 2020	BUY	$146.46 - $166.68 $305,515 - $347,694	2,086 New	2,086 $346,000

Others Institutions Holding IWM

# of Institutions

2,744

Shares Held

307M

Call Options Held

232M

Put Options Held

525M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Mine & Arao Wealth Creation & Management, Llc. Ishares Russell 2000 ETF Transaction History