Monograph Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 4,472 shares of IWM stock, worth $1.03 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,472
Previous 4,472 -0.0%
Holding current value
$1.03 Million
Previous $907,000 8.82%
% of portfolio
0.14%
Previous 0.14%

Shares

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

May 14, 2024
BUY
$189.48 - $210.3 $590,230 - $655,084
3,115 Added 229.55%
4,472 $940,000
Q4 2023

Feb 14, 2024
SELL
$162.21 - $204.82 $12,976 - $16,385
-80 Reduced 5.57%
1,357 $272,000
Q3 2023

Nov 15, 2023
BUY
$174.36 - $198.71 $13,948 - $15,896
80 Added 5.9%
1,437 $253,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $226,361 - $255,183
1,357 New
1,357 $236,000
Q2 2022

Aug 10, 2022
BUY
$163.9 - $207.91 $163 - $207
1 Added 0.06%
1,725 $292,000
Q1 2022

May 13, 2022
BUY
$191.52 - $225.32 $191 - $225
1 Added 0.06%
1,724 $354,000
Q4 2021

Feb 10, 2022
BUY
$212.12 - $242.56 $365,482 - $417,930
1,723 New
1,723 $383,000

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
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