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 3,088 shares of IWM stock, worth $672,597. This represents 0.44% of its overall portfolio holdings.

Number of Shares
3,088
Previous 3,788 18.48%
Holding current value
$672,597
Previous $797 Million 21.36%
% of portfolio
0.44%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


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