New Wave Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 6,837 shares of IWM stock, worth $1.54 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
6,837
Previous 9,016 24.17%
Holding current value
$1.54 Million
Previous $1.99 Billion 24.14%
% of portfolio
0.62%
Previous 0.92%

Shares

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

Jan 23, 2025
SELL
$216.13 - $242.4 $470,947 - $528,189
-2,179 Reduced 24.17%
6,837 $1.51 Billion
Q3 2024

Oct 23, 2024
BUY
$200.87 - $224.6 $857,112 - $958,368
4,267 Added 89.85%
9,016 $1.99 Billion
Q2 2024

Aug 27, 2024
BUY
$192.84 - $209.44 $915,797 - $994,630
4,749 New
4,749 $964 Million

Others Institutions Holding IWM

# of Institutions
2,827
Shares Held
307M
Call Options Held
230M
Put Options Held
527M
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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