A detailed history of Trinity Point Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 1,204 shares of IWM stock, worth $267,191. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,204
Previous 1,204 -0.0%
Holding current value
$267,191
Previous $244,000 8.61%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 30, 2024

SELL
$192.84 - $209.44 $4,049 - $4,398
-21 Reduced 1.71%
1,204 $244,000
Q1 2024

May 08, 2024

SELL
$189.48 - $210.3 $20,463 - $22,712
-108 Reduced 8.1%
1,225 $257,000
Q2 2023

Aug 07, 2023

SELL
$170.4 - $187.93 $4,089 - $4,510
-24 Reduced 1.77%
1,333 $249,000
Q1 2023

May 04, 2023

SELL
$170.25 - $198.32 $9,874 - $11,502
-58 Reduced 4.1%
1,357 $242,000
Q2 2022

Aug 05, 2022

SELL
$163.9 - $207.91 $17,701 - $22,454
-108 Reduced 7.09%
1,415 $240,000
Q1 2022

May 13, 2022

BUY
$191.52 - $225.32 $7,852 - $9,238
41 Added 2.77%
1,523 $313,000
Q4 2021

Feb 11, 2022

SELL
$212.12 - $242.56 $218,695 - $250,079
-1,031 Reduced 41.03%
1,482 $330,000
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $284,565 - $310,988
1,344 Added 114.97%
2,513 $550,000
Q2 2021

Aug 13, 2021

SELL
$211.85 - $232.89 $1.82 Million - $2 Million
-8,595 Reduced 88.03%
1,169 $268,000
Q1 2021

May 11, 2021

BUY
$193.5 - $234.42 $47,214 - $57,198
244 Added 2.56%
9,764 $2.16 Million
Q4 2020

Feb 10, 2021

BUY
$152.18 - $199.14 $85,220 - $111,518
560 Added 6.25%
9,520 $2.03 Million
Q3 2020

Nov 13, 2020

BUY
$139.07 - $158.46 $44,502 - $50,707
320 Added 3.7%
8,960 $1.34 Million
Q2 2020

Aug 13, 2020

BUY
$104.62 - $153.09 $11,089 - $16,227
106 Added 1.24%
8,640 $1.24 Million
Q1 2020

May 05, 2020

BUY
$99.9 - $169.53 $731,767 - $1.24 Million
7,325 Added 605.87%
8,534 $977,000
Q4 2019

Feb 06, 2020

BUY
$146.46 - $166.68 $177,070 - $201,516
1,209 New
1,209 $200,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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