Soltis Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Soltis Investment Advisors LLC

  • $1.01 Billion
  • Q3 2024

A detailed history of Soltis Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 4,950 shares of IWM stock, worth $1.2 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,950
Previous 2,798 76.91%
Holding current value
$1.2 Million
Previous $567,000 92.77%
% of portfolio
0.11%
Previous 0.06%

Shares

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

Nov 18, 2024
BUY
$200.87 - $224.6 $432,272 - $483,339
2,152 Added 76.91%
4,950 $1.09 Million
Q2 2024

Aug 12, 2024
SELL
$192.84 - $209.44 $34,518 - $37,489
-179 Reduced 6.01%
2,798 $567,000
Q1 2024

Apr 29, 2024
BUY
$189.48 - $210.3 $79,202 - $87,905
418 Added 16.33%
2,977 $626,000
Q4 2023

Jan 26, 2024
BUY
$162.21 - $204.82 $24,818 - $31,337
153 Added 6.36%
2,559 $513,000
Q3 2023

Nov 08, 2023
BUY
$174.36 - $198.71 $103,046 - $117,437
591 Added 32.56%
2,406 $425,000
Q2 2023

Aug 08, 2023
BUY
$170.4 - $187.93 $2,044 - $2,255
12 Added 0.67%
1,815 $339,000
Q1 2023

May 03, 2023
BUY
$170.25 - $198.32 $34,390 - $40,060
202 Added 12.62%
1,803 $321,000
Q4 2022

Feb 09, 2023
SELL
$166.81 - $188.05 $8,340 - $9,402
-50 Reduced 3.03%
1,601 $279,000
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $271,044 - $331,966
1,651 New
1,651 $272,000

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
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