Nvest Financial, LLC Ishares Russell 2000 ETF Transaction History

Nvest Financial, LLC

  • $158 Million
  • Q2 2024

A detailed history of Nvest Financial, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 4,376 shares of IWM stock, worth $927,405. This represents 0.56% of its overall portfolio holdings.

Number of Shares
4,376
Previous 3,744 16.88%
Holding current value
$927,405
Previous $787,000 12.71%
% of portfolio
0.56%
Previous 0.53%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$192.84 - $209.44 $121,874 - $132,366
632 Added 16.88%
4,376 $887,000
Q1 2024

Apr 18, 2024
BUY
$189.48 - $210.3 $213,922 - $237,428
1,129 Added 43.17%
3,744 $787,000
Q4 2023

Jan 22, 2024
BUY
$162.21 - $204.82 $424,179 - $535,604
2,615 New
2,615 $524,000

Others Institutions Holding IWM

# of Institutions
2,543
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
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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