Qp Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Qp Wealth Management, LLC

  • $57.3 Million
  • Q3 2023

A detailed history of Qp Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Qp Wealth Management, LLC holds 1,225 shares of IWM stock, worth $256,061. This represents 0.38% of its overall portfolio holdings.

Number of Shares
1,225
Holding current value
$256,061
% of portfolio
0.38%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 05, 2023
BUY
$174.36 - $198.71 $213,591 - $243,419
1,225 New
1,225 $216,000
Q4 2022

Jan 17, 2023
BUY
$166.81 - $188.05 $374,488 - $422,172
2,245 New
2,245 $0
Q4 2020

Jan 15, 2021
SELL
$152.18 - $199.14 $213,052 - $278,796
-1,400 Closed
0 $0
Q3 2020

Oct 08, 2020
SELL
$139.07 - $158.46 $13,907 - $15,846
-100 Reduced 6.67%
1,400 $210,000
Q2 2020

Jul 08, 2020
SELL
$104.62 - $153.09 $31,386 - $45,927
-300 Reduced 16.67%
1,500 $215,000
Q1 2020

Apr 29, 2020
BUY
$99.9 - $169.53 $19,980 - $33,906
200 Added 12.5%
1,800 $217,000
Q4 2019

Feb 11, 2020
BUY
$146.46 - $166.68 $234,336 - $266,688
1,600 New
1,600 $262,000

Others Institutions Holding IWM

# of Institutions
2,858
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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