Tradition Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Tradition Wealth Management, LLC

$988 Million
Q2 2024

A detailed history of Tradition Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 8,852 shares of IWM stock, worth $2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

8,852

Previous 8,913 0.68%

Holding current value

$2 Million

Previous $1.87 Million 4.22%

% of portfolio

0.18%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$192.84 - $209.44 $11,763 - $12,775	-61 Reduced 0.68%	8,852 $1.8 Million
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $1.69 Million - $1.87 Million	8,913 New	8,913 $1.87 Million
Q2 2022 Aug 02, 2022	SELL	$163.9 - $207.91 $1.39 Million - $1.76 Million	-8,470 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$191.52 - $225.32 $2,872 - $3,379	15 Added 0.18%	8,470 $1.74 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $156,968 - $179,494	740 Added 9.59%	8,455 $1.88 Million
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $18,208 - $19,899	-86 Reduced 1.1%	7,715 $1.69 Million
Q2 2021 Aug 09, 2021	BUY	$211.85 - $232.89 $14,193 - $15,603	67 Added 0.87%	7,801 $1.79 Million
Q1 2021 May 14, 2021	SELL	$193.5 - $234.42 $161,959 - $196,209	-837 Reduced 9.77%	7,734 $1.71 Million
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $1.3 Million - $1.71 Million	8,571 New	8,571 $1.68 Million

Others Institutions Holding IWM

# of Institutions

2,547

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Account

Tradition Wealth Management, LLC Ishares Russell 2000 ETF Transaction History