United Asset Strategies, Inc. Ishares Russell 2000 ETF Transaction History

United Asset Strategies, Inc.

  • $993 Million
  • Q1 2024

A detailed history of United Asset Strategies, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, United Asset Strategies, Inc. holds 1,400 shares of IWM stock, worth $281,218. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,400
Previous 4,958 71.76%
Holding current value
$281,218
Previous $995,000 70.45%
% of portfolio
0.03%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $674,169 - $748,247
-3,558 Reduced 71.76%
1,400 $294,000
Q4 2023

Jan 30, 2024
BUY
$162.21 - $204.82 $578,278 - $730,183
3,565 Added 255.92%
4,958 $995,000
Q3 2023

Nov 07, 2023
BUY
$174.36 - $198.71 $14,820 - $16,890
85 Added 6.5%
1,393 $246,000
Q2 2023

Jul 25, 2023
SELL
$170.4 - $187.93 $7.83 Million - $8.64 Million
-45,978 Reduced 97.23%
1,308 $244,000
Q1 2023

Jul 25, 2023
BUY
$170.25 - $198.32 $7.83 Million - $9.12 Million
45,981 Added 3523.45%
47,286 $8.44 Million
Q1 2023

Apr 25, 2023
SELL
$170.25 - $198.32 $14,811 - $17,253
-87 Reduced 6.25%
1,305 $232,000
Q3 2022

Oct 24, 2022
SELL
$167.31 - $201.07 $1,003 - $1,206
-6 Reduced 0.43%
1,392 $230,000
Q2 2022

Aug 15, 2022
SELL
$163.9 - $207.91 $5,408 - $6,861
-33 Reduced 2.31%
1,398 $237,000
Q1 2022

Apr 29, 2022
BUY
$191.52 - $225.32 $274,065 - $322,432
1,431 New
1,431 $294,000
Q4 2021

Jan 31, 2022
SELL
$212.12 - $242.56 $10 Million - $11.5 Million
-47,290 Closed
0 $0
Q3 2021

Oct 21, 2021
BUY
$211.73 - $231.39 $9.8 Million - $10.7 Million
46,270 Added 4536.27%
47,290 $10.3 Million
Q2 2021

Jul 19, 2021
SELL
$211.85 - $232.89 $32,836 - $36,097
-155 Reduced 13.19%
1,020 $234,000
Q1 2021

Apr 27, 2021
SELL
$193.5 - $234.42 $8.33 Million - $10.1 Million
-43,059 Reduced 97.34%
1,175 $260,000
Q4 2020

Feb 05, 2021
BUY
$152.18 - $199.14 $6.73 Million - $8.81 Million
44,234 New
44,234 $8.67 Million
Q2 2019

Jul 31, 2019
SELL
$145.86 - $160.71 $192,826 - $212,458
-1,322 Closed
0 $0
Q1 2019

May 02, 2019
BUY
$132.25 - $158.24 $174,834 - $209,193
1,322 New
1,322 $202,000
Q4 2018

Feb 11, 2019
SELL
$125.88 - $166.33 $4.84 Million - $6.4 Million
-38,456 Closed
0 $0
Q3 2018

Nov 07, 2018
BUY
$164.2 - $173.02 $322,160 - $339,465
1,962 Added 5.38%
38,456 $6.48 Million
Q2 2018

Aug 07, 2018
BUY
$148.13 - $169.97 $5.41 Million - $6.2 Million
36,494 New
36,494 $5.98 Million

Others Institutions Holding IWM

# of Institutions
2,582
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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