Southern Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History

Southern Capital Advisors, LLC

  • $164 Million
  • Q1 2024

A detailed history of Southern Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Southern Capital Advisors, LLC holds 4,479 shares of IWM stock, worth $921,643. This represents 0.57% of its overall portfolio holdings.

Number of Shares
4,479
Previous 4,084 9.67%
Holding current value
$921,643
Previous $819,000 14.9%
% of portfolio
0.57%
Previous 0.58%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$189.48 - $210.3 $74,844 - $83,068
395 Added 9.67%
4,479 $941,000
Q4 2023

Jan 22, 2024
BUY
$162.21 - $204.82 $306,576 - $387,109
1,890 Added 86.14%
4,084 $819,000
Q3 2023

Oct 31, 2023
SELL
$174.36 - $198.71 $10,984 - $12,518
-63 Reduced 2.79%
2,194 $387,000
Q2 2023

Aug 03, 2023
BUY
$170.4 - $187.93 $13,461 - $14,846
79 Added 3.63%
2,257 $422,000
Q1 2023

Apr 27, 2023
BUY
$170.25 - $198.32 $29,793 - $34,706
175 Added 8.74%
2,178 $388,000
Q4 2022

Jan 20, 2023
SELL
$170.53 - $188.05 $281,886 - $310,846
-1,653 Reduced 45.21%
2,003 $0
Q3 2022

Oct 20, 2022
BUY
$167.31 - $201.07 $8,365 - $10,053
50 Added 1.39%
3,656 $603,000
Q2 2022

Jul 20, 2022
BUY
$163.9 - $207.91 $39,499 - $50,106
241 Added 7.16%
3,606 $611,000
Q1 2022

May 04, 2022
BUY
$191.52 - $225.32 $229,440 - $269,933
1,198 Added 55.28%
3,365 $691,000
Q4 2021

Feb 04, 2022
BUY
$212.12 - $242.56 $459,664 - $525,627
2,167 New
2,167 $482,000

Others Institutions Holding IWM

# of Institutions
2,576
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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