Trinity Point Wealth, LLC Ishares Russell 2000 ETF Transaction History

Trinity Point Wealth, LLC

  • $689 Million
  • Q4 2024

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 $285,925. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,204
Previous 1,204 -0.0%
Holding current value
$285,925
Previous $265,000 0.38%
% 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

# of Institutions
3,025
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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 Trinity Point Wealth, LLC Portfolio

Follow Trinity Point Wealth, 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 Trinity Point Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Point Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email