A detailed history of Talisman Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 1,120 shares of IWM stock, worth $232,848. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,120
Previous 1,119 0.09%
Holding current value
$232,848
Previous $235,000 3.4%
% of portfolio
0.26%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$192.84 - $209.44 $192 - $209
1 Added 0.09%
1,120 $227,000
Q4 2023

Feb 13, 2024

SELL
$162.21 - $204.82 $10,705 - $13,518
-66 Reduced 5.57%
1,119 $224,000
Q2 2023

Aug 10, 2023

BUY
$170.4 - $187.93 $201,924 - $222,697
1,185 New
1,185 $221,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Talisman Wealth Advisors LLC Portfolio

Follow Talisman Wealth Advisors 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 Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.