Oak Harbor Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 18,363 shares of IWM stock, worth $4.23 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
18,363
Previous 17,414 5.45%
Holding current value
$4.23 Million
Previous $3.53 Million 14.8%
% of portfolio
1.16%
Previous 1.12%

Shares

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

Nov 06, 2024
BUY
$200.87 - $224.6 $190,625 - $213,145
949 Added 5.45%
18,363 $4.06 Million
Q2 2024

Jul 18, 2024
SELL
$192.84 - $209.44 $37,218 - $40,421
-193 Reduced 1.1%
17,414 $3.53 Million
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $37,706 - $41,849
-199 Reduced 1.12%
17,607 $3.7 Million
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $294,735 - $372,157
1,817 Added 11.36%
17,806 $3.57 Million
Q3 2023

Oct 19, 2023
BUY
$174.36 - $198.71 $199,642 - $227,522
1,145 Added 7.71%
15,989 $2.83 Million
Q2 2023

Jul 27, 2023
BUY
$170.4 - $187.93 $3,237 - $3,570
19 Added 0.13%
14,844 $2.78 Million
Q1 2023

Apr 24, 2023
BUY
$170.25 - $198.32 $32,858 - $38,275
193 Added 1.32%
14,825 $2.64 Million
Q4 2022

Jan 18, 2023
SELL
$166.81 - $188.05 $28,691 - $32,344
-172 Reduced 1.16%
14,632 $0
Q3 2022

Nov 03, 2022
BUY
$164.17 - $201.07 $37,430 - $45,843
228 Added 1.56%
14,804 $2.44 Million
Q2 2022

Jul 25, 2022
BUY
$163.9 - $207.91 $52,448 - $66,531
320 Added 2.24%
14,576 $2.47 Million
Q1 2022

May 11, 2022
BUY
$191.52 - $225.32 $813,768 - $957,384
4,249 Added 42.46%
14,256 $2.93 Million
Q4 2021

Feb 17, 2022
BUY
$212.12 - $242.56 $2.12 Million - $2.43 Million
10,007 New
10,007 $2.23 Million

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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