Neumann Capital Management, LLC Ishares Russell 2000 ETF Transaction History

Neumann Capital Management, LLC

  • $280 Million
  • Q1 2024

A detailed history of Neumann Capital Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Neumann Capital Management, LLC holds 5,208 shares of IWM stock, worth $1.05 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
5,208
Previous 5,208 -0.0%
Holding current value
$1.05 Million
Previous $1.05 Million 4.78%
% of portfolio
0.39%
Previous 0.41%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 03, 2022
SELL
$212.12 - $242.56 $70,635 - $80,772
-333 Reduced 6.01%
5,208 $1.16 Million
Q3 2021

Nov 01, 2021
SELL
$211.73 - $231.39 $74,105 - $80,986
-350 Reduced 5.94%
5,541 $1.21 Million
Q2 2021

Jul 21, 2021
SELL
$211.85 - $232.89 $91,731 - $100,841
-433 Reduced 6.85%
5,891 $1.35 Million
Q1 2021

May 13, 2021
SELL
$193.5 - $234.42 $48,375 - $58,605
-250 Reduced 3.8%
6,324 $1.4 Million
Q4 2020

Feb 04, 2021
SELL
$152.18 - $199.14 $30,436 - $39,828
-200 Reduced 2.95%
6,574 $1.29 Million
Q1 2019

May 09, 2019
SELL
$132.25 - $158.24 $26,450 - $31,648
-200 Reduced 2.87%
6,774 $1.04 Million
Q4 2018

Jan 30, 2019
SELL
$125.88 - $166.33 $31,470 - $41,582
-250 Reduced 3.46%
6,974 $934,000
Q1 2018

May 09, 2018
BUY
$145.44 - $159.96 $185,436 - $203,949
1,275 Added 21.43%
7,224 $1.1 Million
Q2 2017

Aug 07, 2017
BUY
N/A
5,949
5,949 $838,000

Others Institutions Holding IWM

# of Institutions
2,582
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
Track This Portfolio

Track Neumann Capital Management, LLC Portfolio

Follow Neumann Capital 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 Neumann Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Neumann Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email