Palo Alto Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Palo Alto Wealth Advisors, LLC

  • $142 Billion
  • Q1 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 2,083 shares of IWM stock, worth $419,516. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,083
Previous 2,078 0.24%
Holding current value
$419,516
Previous $417 Million 5.04%
% of portfolio
0.31%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $947 - $1,051
5 Added 0.24%
2,083 $438 Million
Q3 2023

Oct 30, 2023
SELL
$174.36 - $198.71 $50,738 - $57,824
-291 Reduced 12.28%
2,078 $369 Million
Q4 2022

Feb 07, 2023
BUY
$170.53 - $188.05 $403,985 - $445,490
2,369 New
2,369 $413 Million

Others Institutions Holding IWM

# of Institutions
2,585
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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