True Private Wealth Advisors Ishares Russell 2000 ETF Transaction History

True Private Wealth Advisors

  • $799 Million
  • Q3 2024

A detailed history of True Private Wealth Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, True Private Wealth Advisors holds 136,023 shares of IWM stock, worth $31.3 Million. This represents 3.76% of its overall portfolio holdings.

Number of Shares
136,023
Previous 131,383 3.53%
Holding current value
$31.3 Million
Previous $26.7 Million 12.72%
% of portfolio
3.76%
Previous 3.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$200.87 - $224.6 $932,036 - $1.04 Million
4,640 Added 3.53%
136,023 $30 Million
Q2 2024

Jul 16, 2024
BUY
$192.84 - $209.44 $930,260 - $1.01 Million
4,824 Added 3.81%
131,383 $26.7 Million
Q1 2024

Apr 25, 2024
BUY
$189.48 - $210.3 $11.1 Million - $12.4 Million
58,841 Added 86.89%
126,559 $26.6 Million
Q4 2023

Jan 30, 2024
BUY
$162.21 - $204.82 $11 Million - $13.9 Million
67,718 New
67,718 $13.6 Million
Q1 2021

May 12, 2021
SELL
$193.5 - $234.42 $74,691 - $90,486
-386 Closed
0 $0
Q4 2020

Jan 11, 2021
BUY
$152.18 - $199.14 $152 - $199
1 Added 0.26%
386 $75,000
Q1 2020

Apr 20, 2020
SELL
$99.9 - $169.53 $52,447 - $89,003
-525 Reduced 57.69%
385 $44,000
Q4 2019

Jan 27, 2020
BUY
$146.46 - $166.68 $133,278 - $151,678
910 New
910 $150,000
Q3 2019

Oct 09, 2019
SELL
$144.85 - $157.9 $55,767 - $60,791
-385 Closed
0 $0
Q2 2019

Aug 01, 2019
BUY
$145.86 - $160.71 $56,156 - $61,873
385 New
385 $59,000
Q4 2018

Jan 14, 2019
SELL
$125.88 - $166.33 $166,665 - $220,220
-1,324 Closed
0 $0
Q3 2018

Oct 18, 2018
BUY
$164.2 - $173.02 $164 - $173
1 Added 0.08%
1,324 $0
Q2 2018

Jul 13, 2018
BUY
$148.13 - $169.97 $195,975 - $224,870
1,323 New
1,323 $216,000

Others Institutions Holding IWM

# of Institutions
2,662
Shares Held
307M
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
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