Smallwood Wealth Investment Management, LLC Ishares Russell 2000 ETF Transaction History

Smallwood Wealth Investment Management, LLC

  • $142 Million
  • Q4 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 1,689 shares of IWM stock, worth $386,189. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,689
Previous 1,686 0.18%
Holding current value
$386,189
Previous $372,000 0.27%
% of portfolio
0.26%
Previous 0.27%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$216.13 - $242.4 $648 - $727
3 Added 0.18%
1,689 $373,000
Q3 2024

Oct 16, 2024
SELL
$200.87 - $224.6 $272,379 - $304,557
-1,356 Reduced 44.58%
1,686 $372,000
Q1 2024

Apr 24, 2024
SELL
$189.48 - $210.3 $11,937 - $13,248
-63 Reduced 2.03%
3,042 $639,000
Q4 2023

Jan 23, 2024
SELL
$162.21 - $204.82 $4,704 - $5,939
-29 Reduced 0.93%
3,105 $623,000
Q3 2023

Oct 31, 2023
BUY
$174.36 - $198.71 $1,046 - $1,192
6 Added 0.19%
3,134 $553,000
Q1 2023

Apr 25, 2023
BUY
$170.25 - $198.32 $510 - $594
3 Added 0.1%
3,128 $558,000
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $24,354 - $27,455
-146 Reduced 4.46%
3,125 $544,000
Q1 2022

Apr 21, 2022
BUY
$191.52 - $225.32 $383 - $450
2 Added 0.06%
3,271 $671,000
Q4 2021

Apr 05, 2022
BUY
$212.12 - $242.56 $693,420 - $792,928
3,269 New
3,269 $727,000

Others Institutions Holding IWM

# of Institutions
2,790
Shares Held
311M
Call Options Held
232M
Put Options Held
522M
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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