A detailed history of Ml & R Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 4,401 shares of IWM stock, worth $1.01 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
4,401
Previous 4,367 0.78%
Holding current value
$1.01 Million
Previous $876,000 5.59%
% of portfolio
0.21%
Previous 0.2%

Shares

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

May 14, 2024

BUY
$189.48 - $210.3 $6,442 - $7,150
34 Added 0.78%
4,401 $925,000
Q1 2022

Apr 18, 2022

BUY
$191.52 - $225.32 $191 - $225
1 Added 0.02%
4,367 $896,000
Q4 2021

Feb 02, 2022

BUY
$212.12 - $242.56 $926,115 - $1.06 Million
4,366 New
4,366 $971,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Ml & R Wealth Management LLC Portfolio

Follow Ml & R Wealth Management 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 Ml & R Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ml & R Wealth Management LLC with notifications on news.