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 $1.89 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,518
Previous 8,536 0.21%
Holding current value
$1.89 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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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