A detailed history of Stonegate Investment Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 8,514 shares of IWM stock, worth $1.89 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,514
Previous 8,592 0.91%
Holding current value
$1.89 Million
Previous $1.74 Million 7.86%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 17, 2024

SELL
$200.87 - $224.6 $15,667 - $17,518
-78 Reduced 0.91%
8,514 $1.88 Million
Q2 2024

Aug 02, 2024

BUY
$192.84 - $209.44 $192 - $209
1 Added 0.01%
8,592 $1.74 Million
Q1 2024

Apr 22, 2024

BUY
$189.48 - $210.3 $35,811 - $39,746
189 Added 2.25%
8,591 $1.81 Million
Q4 2023

Jan 23, 2024

BUY
$162.21 - $204.82 $22,222 - $28,060
137 Added 1.66%
8,402 $1.69 Million
Q2 2023

Jul 26, 2023

BUY
$170.4 - $187.93 $1,022 - $1,127
6 Added 0.07%
8,265 $1.55 Million
Q1 2023

Apr 20, 2023

SELL
$170.25 - $198.32 $3,745 - $4,363
-22 Reduced 0.27%
8,259 $1.47 Million
Q4 2022

Jan 24, 2023

BUY
$166.81 - $188.05 $1,334 - $1,504
8 Added 0.1%
8,281 $0
Q3 2022

Oct 28, 2022

BUY
$164.17 - $201.07 $1,477 - $1,809
9 Added 0.11%
8,273 $1.36 Million
Q2 2022

Aug 09, 2022

BUY
$163.9 - $207.91 $170,783 - $216,642
1,042 Added 14.43%
8,264 $1.4 Million
Q1 2022

May 16, 2022

SELL
$191.52 - $225.32 $29,494 - $34,699
-154 Reduced 2.09%
7,222 $1.48 Million
Q4 2021

Feb 11, 2022

BUY
$212.12 - $242.56 $1.56 Million - $1.79 Million
7,376 New
7,376 $1.64 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Stonegate Investment Group, LLC Portfolio

Follow Stonegate Investment Group, LLC 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 Stonegate Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonegate Investment Group, LLC with notifications on news.