Navis Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Navis Wealth Advisors, LLC

  • $82.9 Million
  • Q1 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 1,285 shares of IWM stock, worth $259,415. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,285
Previous 1,210 6.2%
Holding current value
$259,415
Previous $242,000 11.57%
% of portfolio
0.33%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,579
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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