A detailed history of Retirement Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Retirement Group, LLC holds 4,328 shares of IWM stock, worth $976,613. This represents 0.34% of its overall portfolio holdings.

Number of Shares
4,328
Previous 4,539 4.65%
Holding current value
$976,613
Previous $911,000 0.11%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Apr 30, 2024

SELL
$189.48 - $210.3 $39,980 - $44,373
-211 Reduced 4.65%
4,328 $910,000
Q4 2023

Feb 14, 2024

BUY
$162.21 - $204.82 $162 - $204
1 Added 0.02%
4,539 $911,000
Q3 2023

Nov 06, 2023

SELL
$174.36 - $198.71 $7,323 - $8,345
-42 Reduced 0.92%
4,538 $802,000
Q1 2023

May 12, 2023

SELL
$170.25 - $198.32 $3,064 - $3,569
-18 Reduced 0.39%
4,580 $817,000
Q4 2022

Feb 15, 2023

BUY
$166.81 - $188.05 $601,683 - $678,296
3,607 Added 363.98%
4,598 $802,000
Q3 2022

Nov 14, 2022

SELL
$164.17 - $201.07 $637,636 - $780,955
-3,884 Reduced 79.67%
991 $163,000
Q2 2022

Aug 04, 2022

BUY
$163.9 - $207.91 $29,993 - $38,047
183 Added 3.9%
4,875 $826,000
Q1 2022

May 06, 2022

SELL
$191.52 - $225.32 $1.26 Million - $1.48 Million
-6,561 Reduced 58.3%
4,692 $963,000
Q4 2021

Feb 09, 2022

BUY
$212.12 - $242.56 $1.35 Million - $1.54 Million
6,342 Added 129.14%
11,253 $2.5 Million
Q2 2021

Aug 17, 2021

SELL
$211.85 - $232.89 $62,707 - $68,935
-296 Reduced 5.68%
4,911 $1.13 Million
Q1 2021

May 04, 2021

SELL
$193.5 - $234.42 $49,729 - $60,245
-257 Reduced 4.7%
5,207 $1.15 Million
Q4 2020

Feb 22, 2021

SELL
$152.18 - $199.14 $156,745 - $205,114
-1,030 Reduced 15.86%
5,464 $1.07 Million
Q3 2020

Nov 16, 2021

BUY
$139.07 - $158.46 $896,445 - $1.02 Million
6,446 Added 13429.17%
6,494 $973,000
Q3 2020

Sep 08, 2021

SELL
$139.07 - $158.46 $851,942 - $970,725
-6,126 Reduced 99.22%
48 $10,000
Q2 2020

Sep 08, 2021

BUY
$104.62 - $153.09 $85,788 - $125,533
820 Added 15.32%
6,174 $884,000
Q4 2019

Aug 30, 2021

BUY
$146.46 - $166.68 $784,146 - $892,404
5,354 New
5,354 $887,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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