Reuter James Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Reuter James Wealth Management, LLC

$536 Million
Q4 2024

A detailed history of Reuter James Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Reuter James Wealth Management, LLC holds 2,031 shares of IWM stock, worth $413,897. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,031

Previous 2,031 -0.0%

Holding current value

$413,897

Previous $448,000 -0.0%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$200.87 - $224.6 $9,039 - $10,107	-45 Reduced 2.17%	2,031 $448,000
Q2 2024 Aug 01, 2024	SELL	$192.84 - $209.44 $4,435 - $4,817	-23 Reduced 1.1%	2,076 $421,000
Q3 2023 Nov 13, 2023	BUY	$174.36 - $198.71 $365,981 - $417,092	2,099 New	2,099 $370,000
Q1 2023 May 10, 2023	SELL	$170.25 - $198.32 $3,064 - $3,569	-18 Reduced 0.83%	2,159 $385,000
Q4 2022 Feb 06, 2023	SELL	$166.81 - $188.05 $2,835 - $3,196	-17 Reduced 0.77%	2,177 $379,000
Q1 2022 Apr 14, 2022	SELL	$191.52 - $225.32 $3,447 - $4,055	-18 Reduced 0.81%	2,194 $450,000
Q4 2021 Jan 25, 2022	BUY	$212.12 - $242.56 $469,209 - $536,542	2,212 New	2,212 $492,000

Others Institutions Holding IWM

# of Institutions

2,949

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Reuter James Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Reuter James Wealth Management, LLC with notifications on news.

Account

Reuter James Wealth Management, LLC Ishares Russell 2000 ETF Transaction History