Sar Wealth Management Group, LLC Ishares Russell 2000 ETF Transaction History

Sar Wealth Management Group, LLC

  • $151 Billion
  • Q3 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 3,097 shares of IWM stock, worth $738,510. This represents 0.45% of its overall portfolio holdings.

Number of Shares
3,097
Previous 3,088 0.29%
Holding current value
$738,510
Previous $626 Million 9.2%
% of portfolio
0.45%
Previous 0.44%

Shares

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

Oct 17, 2024
BUY
$200.87 - $224.6 $1,807 - $2,021
9 Added 0.29%
3,097 $684 Million
Q2 2024

Jul 15, 2024
SELL
$192.84 - $209.44 $134,988 - $146,608
-700 Reduced 18.48%
3,088 $626 Million
Q1 2024

Apr 15, 2024
BUY
$189.48 - $210.3 $268,493 - $297,995
1,417 Added 59.76%
3,788 $797 Million
Q4 2023

Feb 12, 2024
BUY
$162.21 - $204.82 $384,599 - $485,628
2,371 New
2,371 $476 Million

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
Track This Portfolio

Track Sar Wealth Management Group, LLC Portfolio

Follow Sar Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email