Neumeier Poma Investment Counsel LLC Ishares Russell 2000 ETF Transaction History

Neumeier Poma Investment Counsel LLC

$1.06 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $2.13 Million - $2.37 Million	11,260 New	11,260 $2.37 Million
Q3 2023 Nov 09, 2023	BUY	$174.36 - $198.71 $774,158 - $882,272	4,440 New	4,440 $784,000
Q1 2023 May 10, 2023	BUY	$170.25 - $198.32 $1.88 Million - $2.19 Million	11,025 New	11,025 $1.97 Million
Q2 2022 Aug 10, 2022	BUY	$163.9 - $207.91 $3.8 Million - $4.82 Million	23,200 Added 346.27%	29,900 $5.06 Million
Q1 2022 May 11, 2022	SELL	$191.52 - $225.32 $10.4 Million - $12.2 Million	-54,200 Reduced 89.0%	6,700 $1.38 Million
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $774,238 - $885,344	3,650 Added 6.38%	60,900 $13.5 Million
Q3 2021 Nov 10, 2021	SELL	$211.73 - $231.39 $16.2 Million - $17.7 Million	-76,700 Reduced 57.26%	57,250 $12.5 Million
Q2 2021 Aug 12, 2021	BUY	$211.85 - $232.89 $18.9 Million - $20.8 Million	89,200 Added 199.33%	133,950 $30.7 Million
Q4 2020 Feb 10, 2021	SELL	$152.18 - $199.14 $604,915 - $791,581	-3,975 Reduced 8.16%	44,750 $8.77 Million
Q3 2020 Nov 10, 2020	BUY	$139.07 - $158.46 $6.78 Million - $7.72 Million	48,725 New	48,725 $7.3 Million
Q1 2020 May 13, 2020	SELL	$99.9 - $169.53 $11.8 Million - $20 Million	-118,200 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$146.46 - $166.68 $4.55 Million - $5.18 Million	-31,050 Reduced 20.8%	118,200 $19.6 Million
Q3 2019 Nov 14, 2019	SELL	$144.85 - $157.9 $2.84 Million - $3.09 Million	-19,600 Reduced 11.61%	149,250 $22.6 Million
Q2 2019 Aug 14, 2019	SELL	$145.86 - $160.71 $1.14 Million - $1.25 Million	-7,800 Reduced 4.42%	168,850 $26.3 Million
Q1 2019 May 14, 2019	SELL	$132.25 - $158.24 $350,462 - $419,336	-2,650 Reduced 1.48%	176,650 $27 Million
Q4 2018 Feb 14, 2019	BUY	$125.88 - $166.33 $4.17 Million - $5.51 Million	33,150 Added 22.68%	179,300 $24 Million
Q3 2018 Nov 14, 2018	BUY	$164.2 - $173.02 $6.19 Million - $6.52 Million	37,700 Added 34.76%	146,150 $24.6 Million
Q2 2018 Aug 14, 2018	SELL	$148.13 - $169.97 $2.41 Million - $2.77 Million	-16,275 Reduced 13.05%	108,450 $17.8 Million
Q1 2018 May 14, 2018	BUY	$145.44 - $159.96 $589,032 - $647,838	4,050 Added 3.36%	124,725 $18.9 Million
Q4 2017 Feb 14, 2018	BUY	$145.63 - $154.3 $8.75 Million - $9.27 Million	60,050 Added 99.05%	120,675 $18.4 Million
Q3 2017 Nov 13, 2017	BUY	$144.61 - $148.18 $8.77 Million - $8.98 Million	60,625	60,625 $8.98 Million

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.25 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.25 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.17 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.16 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.75 Billion
6.48% of portfolio

View Full List

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