One Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

One Wealth Advisors, LLC

  • $662 Million
  • Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 1,364 shares of IWM stock, worth $308,918. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,364
Holding current value
$308,918
% of portfolio
0.05%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$216.13 - $242.4 $294,801 - $330,633
1,364 New
1,364 $301,000
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $172,591 - $217,928
1,064 New
1,064 $213,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $209,513 - $236,190
1,256 New
1,256 $218,000
Q2 2019

Aug 14, 2019
SELL
$145.86 - $160.71 $1,458 - $1,607
-10 Closed
0 $0
Q1 2019

May 15, 2019
SELL
$132.25 - $158.24 $1.52 Million - $1.82 Million
-11,527 Reduced 99.91%
10 $2,000
Q4 2018

Feb 15, 2019
BUY
$125.88 - $166.33 $1.45 Million - $1.92 Million
11,527 Added 115270.0%
11,537 $1.55 Million
Q4 2017

Feb 14, 2018
BUY
$145.63 - $154.3 $1,456 - $1,543
10
10 $2,000

Others Institutions Holding IWM

# of Institutions
2,761
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
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 One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, LLC 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 One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email