Penobscot Wealth Management Ishares Russell 2000 ETF Transaction History

Penobscot Wealth Management

  • $201 Million
  • Q1 2025

A detailed history of Penobscot Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Penobscot Wealth Management holds 1,601 shares of IWM stock, worth $329,021. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,601
Previous 2,707 40.86%
Holding current value
$329,021
Previous $598,000 46.66%
% of portfolio
0.16%
Previous 0.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
SELL
$198.1 - $229.79 $219,098 - $254,147
-1,106 Reduced 40.86%
1,601 $319,000
Q4 2024

Feb 10, 2025
BUY
$216.13 - $242.4 $155,613 - $174,528
720 Added 36.24%
2,707 $598,000
Q3 2024

Oct 28, 2024
BUY
$200.87 - $224.6 $160,294 - $179,230
798 Added 67.12%
1,987 $439,000
Q2 2024

Jul 29, 2024
BUY
$192.84 - $209.44 $229,286 - $249,024
1,189 New
1,189 $239,000

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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