Successful Portfolios LLC Ishares Russell 2000 ETF Transaction History

Successful Portfolios LLC

  • $147 Million
  • Q3 2024

A detailed history of Successful Portfolios LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Successful Portfolios LLC holds 1,636 shares of IWM stock, worth $390,120. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,636
Previous 1,711 4.38%
Holding current value
$390,120
Previous $347,000 4.03%
% of portfolio
0.24%
Previous 0.24%

Shares

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

Oct 09, 2024
SELL
$200.87 - $224.6 $15,065 - $16,845
-75 Reduced 4.38%
1,636 $361,000
Q2 2024

Jul 12, 2024
SELL
$192.84 - $209.44 $15,427 - $16,755
-80 Reduced 4.47%
1,711 $347,000
Q1 2024

Apr 17, 2024
SELL
$189.48 - $210.3 $48,127 - $53,416
-254 Reduced 12.42%
1,791 $376,000
Q4 2023

Jan 18, 2024
BUY
$162.21 - $204.82 $34,712 - $43,831
214 Added 11.69%
2,045 $410,000
Q3 2023

Oct 10, 2023
SELL
$174.36 - $198.71 $6,974 - $7,948
-40 Reduced 2.14%
1,831 $323,000
Q2 2023

Jul 20, 2023
SELL
$170.4 - $187.93 $26,923 - $29,692
-158 Reduced 7.79%
1,871 $350,000
Q1 2023

Apr 21, 2023
SELL
$170.25 - $198.32 $133,646 - $155,681
-785 Reduced 27.9%
2,029 $361,000
Q4 2022

Jan 27, 2023
BUY
$166.81 - $188.05 $121,104 - $136,524
726 Added 34.77%
2,814 $0
Q3 2022

Oct 12, 2022
SELL
$164.17 - $201.07 $10,671 - $13,069
-65 Reduced 3.02%
2,088 $344,000
Q2 2022

Jul 22, 2022
SELL
$163.9 - $207.91 $819 - $1,039
-5 Reduced 0.23%
2,153 $365,000
Q1 2022

Apr 21, 2022
SELL
$191.52 - $225.32 $1,149 - $1,351
-6 Reduced 0.28%
2,158 $443,000
Q4 2021

Jan 26, 2022
SELL
$212.12 - $242.56 $1,060 - $1,212
-5 Reduced 0.23%
2,164 $481,000
Q3 2021

Oct 14, 2021
SELL
$211.73 - $231.39 $5,293 - $5,784
-25 Reduced 1.14%
2,169 $474,000
Q1 2020

Apr 23, 2020
BUY
$99.9 - $169.53 $2,597 - $4,407
26 Added 1.2%
2,194 $251,000
Q4 2019

Jan 23, 2020
SELL
$146.46 - $166.68 $12,302 - $14,001
-84 Reduced 3.73%
2,168 $359,000
Q3 2019

Oct 11, 2019
SELL
$144.85 - $157.9 $14,195 - $15,474
-98 Reduced 4.17%
2,252 $341,000
Q1 2019

Apr 22, 2019
SELL
$132.25 - $158.24 $11,373 - $13,608
-86 Reduced 3.53%
2,350 $360,000
Q4 2018

Jan 14, 2019
SELL
$125.88 - $166.33 $31,218 - $41,249
-248 Reduced 9.24%
2,436 $326,000
Q3 2018

Oct 15, 2018
SELL
$164.2 - $173.02 $10,837 - $11,419
-66 Reduced 2.4%
2,684 $452,000
Q2 2018

Jul 24, 2018
SELL
$148.13 - $169.97 $6,813 - $7,818
-46 Reduced 1.65%
2,750 $450,000
Q1 2018

May 08, 2018
SELL
$145.44 - $159.96 $5,090 - $5,598
-35 Reduced 1.24%
2,796 $425,000
Q4 2017

Feb 09, 2018
BUY
$145.63 - $154.3 $412,278 - $436,823
2,831
2,831 $432,000

Others Institutions Holding IWM

# of Institutions
2,661
Shares Held
307M
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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