Nvest Financial, LLC Ishares Russell 2000 ETF Transaction History

Nvest Financial, LLC

  • $169 Million
  • Q3 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 4,789 shares of IWM stock, worth $1.1 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
4,789
Previous 4,376 9.44%
Holding current value
$1.1 Million
Previous $887,000 19.17%
% of portfolio
0.63%
Previous 0.56%

Shares

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

Oct 09, 2024
BUY
$200.87 - $224.6 $82,959 - $92,759
413 Added 9.44%
4,789 $1.06 Million
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
2,661
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
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