Northern Oak Wealth Management Inc Ishares Russell 2000 ETF Transaction History

Northern Oak Wealth Management Inc

  • $857 Million
  • Q3 2024

A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 8,518 shares of IWM stock, worth $1.96 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,518
Previous 8,536 0.21%
Holding current value
$1.96 Million
Previous $1.73 Million 8.67%
% of portfolio
0.22%
Previous 0.21%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$200.87 - $224.6 $3,615 - $4,042
-18 Reduced 0.21%
8,518 $1.88 Million
Q2 2024

Jul 26, 2024
SELL
$192.84 - $209.44 $385 - $418
-2 Reduced 0.02%
8,536 $1.73 Million
Q4 2023

Jan 11, 2024
SELL
$162.21 - $204.82 $1.37 Million - $1.73 Million
-8,463 Reduced 49.78%
8,538 $1.71 Million
Q3 2023

Oct 24, 2023
SELL
$174.36 - $198.71 $25,107 - $28,614
-144 Reduced 0.84%
17,001 $3 Million
Q2 2023

Jul 31, 2023
SELL
$170.4 - $187.93 $1.26 Million - $1.39 Million
-7,417 Reduced 30.2%
17,145 $3.21 Million
Q1 2023

May 09, 2023
BUY
$170.25 - $198.32 $3.09 Million - $3.6 Million
18,133 Added 282.05%
24,562 $4.38 Million
Q2 2022

Aug 16, 2022
BUY
$163.9 - $207.91 $13,603 - $17,256
83 Added 1.31%
6,429 $1.09 Million
Q1 2022

May 24, 2022
SELL
$191.52 - $225.32 $15,896 - $18,701
-83 Reduced 1.29%
6,346 $1.3 Million
Q4 2021

Feb 16, 2022
SELL
$212.12 - $242.56 $10,606 - $12,128
-50 Reduced 0.77%
6,429 $1.43 Million
Q3 2021

Nov 15, 2021
SELL
$211.73 - $231.39 $4,446 - $4,859
-21 Reduced 0.32%
6,479 $1.42 Million
Q1 2021

May 14, 2021
SELL
$193.5 - $234.42 $92,299 - $111,818
-477 Reduced 6.84%
6,500 $1.44 Million
Q4 2020

Feb 16, 2021
SELL
$152.18 - $199.14 $76,698 - $100,366
-504 Reduced 6.74%
6,977 $1.37 Million
Q3 2020

Nov 16, 2020
SELL
$139.07 - $158.46 $36,436 - $41,516
-262 Reduced 3.38%
7,481 $1.12 Million
Q2 2020

Aug 17, 2020
SELL
$104.62 - $153.09 $25,841 - $37,813
-247 Reduced 3.09%
7,743 $1.11 Million
Q1 2020

May 15, 2020
SELL
$99.9 - $169.53 $1,898 - $3,221
-19 Reduced 0.24%
7,990 $915,000
Q3 2019

Oct 31, 2019
SELL
$144.85 - $157.9 $104,436 - $113,845
-721 Reduced 8.26%
8,009 $1.21 Million
Q2 2019

Jul 30, 2019
BUY
$145.86 - $160.71 $51,926 - $57,212
356 Added 4.25%
8,730 $0
Q1 2019

Apr 24, 2019
SELL
$132.25 - $158.24 $11,109 - $13,292
-84 Reduced 0.99%
8,374 $0
Q4 2018

Feb 14, 2019
SELL
$125.88 - $166.33 $377 - $498
-3 Reduced 0.04%
8,458 $1.13 Million
Q3 2018

Nov 15, 2018
SELL
$164.2 - $173.02 $20,689 - $21,800
-126 Reduced 1.47%
8,461 $0
Q1 2018

May 11, 2018
SELL
$145.44 - $159.96 $90,609 - $99,655
-623 Reduced 6.76%
8,587 $0
Q4 2017

Feb 16, 2018
BUY
$145.63 - $154.3 $59,125 - $62,645
406 Added 4.61%
9,210 $0
Q3 2017

Nov 15, 2017
BUY
$144.61 - $148.18 $1.27 Million - $1.3 Million
8,804
8,804 $0

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
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 Northern Oak Wealth Management Inc Portfolio

Follow Northern Oak Wealth Management Inc 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 Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email