Principle Wealth Partners LLC Ishares Russell 2000 ETF Transaction History

Principle Wealth Partners LLC

  • $1.33 Billion
  • Q3 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 2,329 shares of IWM stock, worth $555,373. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,329
Previous 1,194 95.06%
Holding current value
$555,373
Previous $242,000 112.4%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Nov 13, 2024
BUY
$200.87 - $224.6 $227,987 - $254,921
1,135 Added 95.06%
2,329 $514,000
Q4 2023

Feb 05, 2024
SELL
$162.21 - $204.82 $75,265 - $95,036
-464 Reduced 27.99%
1,194 $239,000
Q3 2023

Nov 01, 2023
SELL
$174.36 - $198.71 $871 - $993
-5 Reduced 0.3%
1,658 $293,000
Q2 2023

Jul 31, 2023
BUY
$170.4 - $187.93 $852 - $939
5 Added 0.3%
1,663 $311,000
Q1 2023

May 10, 2023
SELL
$170.25 - $198.32 $23,324 - $27,169
-137 Reduced 7.63%
1,658 $295,000
Q4 2022

Feb 02, 2023
SELL
$166.81 - $188.05 $22,185 - $25,010
-133 Reduced 6.9%
1,795 $312,000
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $21,834 - $26,742
133 Added 7.41%
1,928 $318,000
Q1 2022

May 12, 2022
SELL
$191.52 - $225.32 $52,668 - $61,963
-275 Reduced 13.29%
1,795 $368,000
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $4,666 - $5,336
22 Added 1.07%
2,070 $460,000
Q2 2021

Aug 13, 2021
BUY
$211.85 - $232.89 $18,007 - $19,795
85 Added 4.33%
2,048 $470,000
Q1 2021

May 18, 2021
BUY
$193.5 - $234.42 $379,840 - $460,166
1,963 New
1,963 $434,000
Q3 2020

Nov 16, 2020
SELL
$139.07 - $158.46 $34,072 - $38,822
-245 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$104.62 - $153.09 $25,631 - $37,507
245 New
245 $35,000

Others Institutions Holding IWM

# of Institutions
2,662
Shares Held
308M
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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