A detailed history of Umb Bank, N.A. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Umb Bank, N.A. holds 171,420 shares of IWM stock, worth $39.5 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
171,420
Previous 171,301 0.07%
Holding current value
$39.5 Million
Previous $34.8 Million 8.95%
% of portfolio
0.6%
Previous 0.58%

Shares

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

Oct 08, 2024

BUY
$200.87 - $224.6 $23,903 - $26,727
119 Added 0.07%
171,420 $37.9 Million
Q2 2024

Jul 29, 2024

SELL
$192.84 - $209.44 $4.95 Million - $5.37 Million
-25,661 Reduced 13.03%
171,301 $34.8 Million
Q1 2024

Apr 26, 2024

SELL
$189.48 - $210.3 $1.18 Million - $1.31 Million
-6,219 Reduced 3.06%
196,962 $41.4 Million
Q4 2023

Jan 23, 2024

BUY
$162.21 - $204.82 $882,097 - $1.11 Million
5,438 Added 2.75%
203,181 $40.8 Million
Q3 2023

Oct 18, 2023

BUY
$174.36 - $198.71 $1.33 Million - $1.51 Million
7,624 Added 4.01%
197,743 $34.9 Million
Q2 2023

Jul 25, 2023

BUY
$170.4 - $187.93 $281,330 - $310,272
1,651 Added 0.88%
190,119 $35.6 Million
Q1 2023

Apr 11, 2023

BUY
$170.25 - $198.32 $5.19 Million - $6.04 Million
30,478 Added 19.29%
188,468 $33.6 Million
Q4 2022

Jan 10, 2023

SELL
$166.81 - $188.05 $3.04 Million - $3.43 Million
-18,247 Reduced 10.35%
157,990 $27.5 Million
Q3 2022

Oct 13, 2022

BUY
$164.17 - $201.07 $2.23 Million - $2.73 Million
13,597 Added 8.36%
176,237 $29.1 Million
Q2 2022

Jul 20, 2022

BUY
$163.9 - $207.91 $4.2 Million - $5.33 Million
25,630 Added 18.71%
162,640 $27.5 Million
Q1 2022

Apr 22, 2022

SELL
$191.52 - $225.32 $2.54 Million - $2.99 Million
-13,268 Reduced 8.83%
137,010 $28.1 Million
Q4 2021

Feb 09, 2022

BUY
$212.12 - $242.56 $6.13 Million - $7 Million
28,879 Added 23.79%
150,278 $33.4 Million
Q3 2021

Oct 18, 2021

BUY
$211.73 - $231.39 $528,266 - $577,318
2,495 Added 2.1%
121,399 $26.6 Million
Q2 2021

Jul 26, 2021

SELL
$211.85 - $232.89 $1.9 Million - $2.08 Million
-8,946 Reduced 7.0%
118,904 $27.3 Million
Q1 2021

Apr 15, 2021

BUY
$193.5 - $234.42 $2.06 Million - $2.5 Million
10,658 Added 9.09%
127,850 $28.2 Million
Q4 2020

Feb 04, 2021

SELL
$152.18 - $199.14 $455,322 - $595,826
-2,992 Reduced 2.49%
117,192 $23 Million
Q2 2020

Jul 16, 2020

SELL
$104.62 - $153.09 $724,388 - $1.06 Million
-6,924 Reduced 5.45%
120,184 $17.2 Million
Q1 2020

May 26, 2020

SELL
$99.9 - $169.53 $735,663 - $1.25 Million
-7,364 Reduced 5.48%
127,108 $14.5 Million
Q4 2019

Jan 31, 2020

SELL
$146.46 - $166.68 $269,339 - $306,524
-1,839 Reduced 1.35%
134,472 $22.3 Million
Q3 2019

Oct 30, 2019

SELL
$144.85 - $157.9 $423,396 - $461,541
-2,923 Reduced 2.1%
136,311 $20.6 Million
Q2 2019

Jul 30, 2019

SELL
$145.86 - $160.71 $877,056 - $966,349
-6,013 Reduced 4.14%
139,234 $21.7 Million
Q1 2019

Apr 30, 2019

BUY
$132.25 - $158.24 $443,434 - $530,578
3,353 Added 2.36%
145,247 $22.2 Million
Q4 2018

Jan 24, 2019

SELL
$125.88 - $166.33 $2.33 Million - $3.08 Million
-18,513 Reduced 11.54%
141,894 $19 Million
Q3 2018

Oct 22, 2018

BUY
$164.2 - $173.02 $1.44 Million - $1.52 Million
8,765 Added 5.78%
160,407 $27 Million
Q2 2018

Jul 31, 2018

SELL
$148.13 - $169.97 $1.44 Million - $1.65 Million
-9,709 Reduced 6.02%
151,642 $24.8 Million
Q1 2018

Apr 25, 2018

SELL
$145.44 - $159.96 $1.21 Million - $1.33 Million
-8,317 Reduced 4.9%
161,351 $24.5 Million
Q4 2017

Jan 22, 2018

SELL
$145.63 - $154.3 $1.16 Million - $1.23 Million
-7,960 Reduced 4.48%
169,668 $25.9 Million
Q3 2017

Oct 11, 2017

BUY
$144.61 - $148.18 $25.7 Million - $26.3 Million
177,628
177,628 $26.3 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Umb Bank, N.A. Portfolio

Follow Umb Bank, N.A. 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 Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.