Sierra Summit Advisors LLC Ishares Russell 2000 ETF Transaction History

Sierra Summit Advisors LLC

  • $435 Billion
  • Q3 2024

A detailed history of Sierra Summit Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sierra Summit Advisors LLC holds 85,873 shares of IWM stock, worth $19.1 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
85,873
Previous 54,179 58.5%
Holding current value
$19.1 Million
Previous $11 Billion 72.56%
% of portfolio
4.36%
Previous 2.73%

Shares

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

Nov 13, 2024
BUY
$200.87 - $224.6 $6.37 Million - $7.12 Million
31,694 Added 58.5%
85,873 $19 Billion
Q2 2024

Aug 09, 2024
SELL
$192.84 - $209.44 $204,217 - $221,796
-1,059 Reduced 1.92%
54,179 $11 Billion
Q1 2024

May 09, 2024
BUY
$189.48 - $210.3 $10.2 Million - $11.3 Million
53,706 Added 3505.61%
55,238 $11.6 Billion
Q4 2023

Feb 22, 2024
BUY
$162.21 - $204.82 $248,505 - $313,784
1,532 New
1,532 $307 Million

Others Institutions Holding IWM

# of Institutions
2,663
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
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