A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 4,289 shares of IWM stock, worth $951,814. This represents 0.18% of its overall portfolio holdings.

Number of Shares
4,289
Previous 4,289 -0.0%
Holding current value
$951,814
Previous $947,000 -0.0%
% of portfolio
0.18%
Previous 0.18%

Shares

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

Oct 08, 2024

BUY
$200.87 - $224.6 $2,209 - $2,470
11 Added 0.26%
4,289 $947,000
Q2 2024

Jul 17, 2024

SELL
$192.84 - $209.44 $39,339 - $42,725
-204 Reduced 4.55%
4,278 $867,000
Q1 2024

Apr 10, 2024

BUY
$189.48 - $210.3 $25,200 - $27,969
133 Added 3.06%
4,482 $942,000
Q4 2023

Jan 10, 2024

BUY
$162.21 - $204.82 $51,907 - $65,542
320 Added 7.94%
4,349 $872,000
Q3 2023

Oct 10, 2023

SELL
$174.36 - $198.71 $31,036 - $35,370
-178 Reduced 4.23%
4,029 $712,000
Q2 2023

Jul 07, 2023

BUY
$170.4 - $187.93 $153,871 - $169,700
903 Added 27.33%
4,207 $787,000
Q1 2023

Apr 28, 2023

BUY
$170.25 - $198.32 $170 - $198
1 Added 0.03%
3,304 $589,000
Q4 2022

Jan 10, 2023

BUY
$166.81 - $188.05 $171,647 - $193,503
1,029 Added 45.25%
3,303 $0
Q2 2022

Jul 13, 2022

BUY
$163.9 - $207.91 $163 - $207
1 Added 0.04%
2,274 $385,000
Q4 2021

Jan 13, 2022

SELL
$212.12 - $242.56 $25,666 - $29,349
-121 Reduced 5.05%
2,273 $506,000
Q3 2021

Oct 12, 2021

BUY
$211.73 - $231.39 $22,866 - $24,990
108 Added 4.72%
2,394 $523,000
Q2 2021

Jul 14, 2021

SELL
$211.85 - $232.89 $22,667 - $24,919
-107 Reduced 4.47%
2,286 $524,000
Q1 2021

Apr 26, 2021

BUY
$193.5 - $234.42 $774 - $937
4 Added 0.17%
2,393 $528,000
Q4 2020

Mar 10, 2021

BUY
$152.18 - $199.14 $363,558 - $475,745
2,389 New
2,389 $542,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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