Staley Capital Advisers Inc Ishares Russell 2000 ETF Transaction History

Staley Capital Advisers Inc

  • $2.15 Billion
  • Q1 2025

A detailed history of Staley Capital Advisers Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Staley Capital Advisers Inc holds 1,541 shares of IWM stock, worth $339,882. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,541
Previous 2,444 36.95%
Holding current value
$339,882
Previous $540,000 43.15%
% of portfolio
0.01%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$198.1 - $229.79 $178,884 - $207,500
-903 Reduced 36.95%
1,541 $307,000
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $216 - $242
1 Added 0.04%
2,444 $540,000
Q3 2024

Nov 08, 2024
BUY
$200.87 - $224.6 $100,836 - $112,749
502 Added 25.86%
2,443 $539,000
Q1 2024

May 06, 2024
SELL
$189.48 - $210.3 $31,074 - $34,489
-164 Reduced 7.79%
1,941 $408,000
Q3 2023

Nov 14, 2023
BUY
$174.36 - $198.71 $28,595 - $32,588
164 Added 8.45%
2,105 $372,000
Q1 2023

May 10, 2023
BUY
$170.25 - $198.32 $57,885 - $67,428
340 Added 21.24%
1,941 $346,000
Q3 2022

Nov 10, 2022
BUY
$164.17 - $201.07 $262,836 - $321,913
1,601 New
1,601 $264,000
Q2 2022

Aug 05, 2022
SELL
$163.9 - $207.91 $178,651 - $226,621
-1,090 Closed
0 $0
Q1 2022

May 12, 2022
BUY
$191.52 - $225.32 $2,872 - $3,379
15 Added 1.4%
1,090 $224,000
Q4 2020

Feb 08, 2021
BUY
$152.18 - $199.14 $163,593 - $214,075
1,075 New
1,075 $211,000
Q1 2020

May 08, 2020
SELL
$99.9 - $169.53 $170,829 - $289,896
-1,710 Closed
0 $0
Q3 2019

Nov 08, 2019
SELL
$144.85 - $157.9 $57,940 - $63,160
-400 Reduced 18.96%
1,710 $259,000
Q2 2019

Aug 09, 2019
BUY
$145.86 - $160.71 $307,764 - $339,098
2,110 New
2,110 $328,000
Q1 2019

May 10, 2019
SELL
$132.25 - $158.24 $372,019 - $445,129
-2,813 Closed
0 $0
Q4 2018

Feb 05, 2019
BUY
$125.88 - $166.33 $107,627 - $142,212
855 Added 43.67%
2,813 $377,000
Q3 2018

Nov 09, 2018
BUY
$164.2 - $173.02 $62,395 - $65,747
380 Added 24.08%
1,958 $330,000
Q2 2018

Aug 08, 2018
BUY
$148.13 - $169.97 $14,516 - $16,657
98 Added 6.62%
1,578 $258,000
Q4 2017

Feb 12, 2018
BUY
$145.63 - $154.3 $215,532 - $228,364
1,480
1,480 $226,000

Others Institutions Holding IWM

# of Institutions
2,908
Shares Held
315M
Call Options Held
233M
Put Options Held
547M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Staley Capital Advisers Inc Portfolio

Follow Staley Capital Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Staley Capital Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Staley Capital Advisers Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email