Three Bridge Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Three Bridge Wealth Advisors, LLC

  • $283 Million
  • Q4 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 19,212 shares of IWM stock, worth $4.36 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
19,212
Previous 14,462 32.84%
Holding current value
$4.36 Million
Previous $3.19 Million 32.91%
% of portfolio
1.5%
Previous 1.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$216.13 - $242.4 $1.03 Million - $1.15 Million
4,750 Added 32.84%
19,212 $4.25 Million
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $1.07 Million - $1.2 Million
5,325 Added 58.28%
14,462 $3.19 Million
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $1.03 Million - $1.12 Million
5,345 Added 140.95%
9,137 $1.85 Million
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $718,508 - $797,457
3,792 New
3,792 $797,000

Others Institutions Holding IWM

# of Institutions
2,755
Shares Held
308M
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
Track This Portfolio

Track Three Bridge Wealth Advisors, LLC Portfolio

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

News

Stay updated on Three Bridge Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email