Montag A & Associates Inc Russell Micro Cap ETF Transaction History

Montag A & Associates Inc

  • $1.97 Billion
  • Q2 2024

A detailed history of Montag A & Associates Inc transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Montag A & Associates Inc holds 475 shares of IWC stock, worth $58,890. This represents 0.0% of its overall portfolio holdings.

Number of Shares
475
Previous 670 29.1%
Holding current value
$58,890
Previous $81,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 31, 2024
SELL
$109.35 - $119.81 $21,323 - $23,362
-195 Reduced 29.1%
475 $54,000
Q3 2023

Nov 09, 2023
BUY
$99.15 - $115.3 $22,308 - $25,942
225 Added 50.56%
670 $67,000
Q2 2023

Aug 09, 2023
BUY
$99.62 - $112.59 $24,905 - $28,147
250 Added 128.21%
445 $48,000
Q1 2021

May 14, 2021
BUY
$117.96 - $158.51 $23,002 - $30,909
195 New
195 $29,000

Others Institutions Holding IWC

# of Institutions
223
Shares Held
4.12M
Call Options Held
5.4K
Put Options Held
2.3K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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