Perfromance Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

Perfromance Wealth Partners, LLC

  • $2.89 Billion
  • Q3 2024

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,135 shares of IWM stock, worth $248,542. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,135
Previous 1,819 37.6%
Holding current value
$248,542
Previous $369,000 32.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024
SELL
$200.87 - $224.6 $137,395 - $153,626
-684 Reduced 37.6%
1,135 $250,000
Q2 2024

Jul 19, 2024
SELL
$192.84 - $209.44 $161,021 - $174,882
-835 Reduced 31.46%
1,819 $369,000
Q1 2024

Apr 30, 2024
SELL
$189.48 - $210.3 $328,747 - $364,870
-1,735 Reduced 39.53%
2,654 $558,000
Q4 2023

Jan 22, 2024
SELL
$162.21 - $204.82 $19,951 - $25,192
-123 Reduced 2.73%
4,389 $880,000
Q2 2023

Jul 13, 2023
SELL
$170.4 - $187.93 $852 - $939
-5 Reduced 0.11%
4,512 $844,000
Q4 2022

Jan 19, 2023
SELL
$166.81 - $188.05 $23,019 - $25,950
-138 Reduced 2.96%
4,517 $0
Q3 2022

Oct 17, 2022
BUY
$164.17 - $201.07 $4,432 - $5,428
27 Added 0.58%
4,655 $768,000
Q2 2022

Jul 15, 2022
BUY
$163.9 - $207.91 $1,475 - $1,871
9 Added 0.19%
4,628 $784,000
Q1 2022

Apr 21, 2022
SELL
$191.52 - $225.32 $11,491 - $13,519
-60 Reduced 1.28%
4,619 $948,000
Q4 2021

Feb 03, 2022
BUY
$212.12 - $242.56 $992,509 - $1.13 Million
4,679 New
4,679 $1.04 Million

Others Institutions Holding IWM

# of Institutions
2,582
Shares Held
297M
Call Options Held
229M
Put Options Held
363M
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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