Navis Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Navis Wealth Advisors, LLC

  • $89.6 Million
  • Q4 2024

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 1,376 shares of IWM stock, worth $311,567. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,376
Previous 1,571 12.41%
Holding current value
$311,567
Previous $347,000 12.39%
% of portfolio
0.34%
Previous 0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$216.13 - $242.4 $42,145 - $47,268
-195 Reduced 12.41%
1,376 $304,000
Q3 2024

Oct 24, 2024
BUY
$200.87 - $224.6 $4,218 - $4,716
21 Added 1.35%
1,571 $347,000
Q2 2024

Aug 02, 2024
BUY
$192.84 - $209.44 $51,102 - $55,501
265 Added 20.62%
1,550 $314,000
Q1 2024

Apr 29, 2024
BUY
$189.48 - $210.3 $14,211 - $15,772
75 Added 6.2%
1,285 $270,000
Q4 2023

Feb 05, 2024
BUY
$162.21 - $204.82 $196,274 - $247,832
1,210 New
1,210 $242,000
Q1 2021

May 18, 2021
SELL
$193.5 - $234.42 $21,478 - $26,020
-111 Closed
0 $0
Q4 2020

Mar 04, 2021
BUY
$152.18 - $199.14 $16,891 - $22,104
111 New
111 $22,000

Others Institutions Holding IWM

# of Institutions
2,929
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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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