Up Strategic Wealth Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024

A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,960 shares of IWM stock, worth $467,381. This represents 0.48% of its overall portfolio holdings.

Number of Shares
1,960
Previous 1,960 -0.0%
Holding current value
$467,381
Previous $398 Million 8.87%
% of portfolio
0.48%
Previous 0.6%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 13, 2024
BUY
$162.21 - $204.82 $317,931 - $401,447
1,960 New
1,960 $393 Million

Others Institutions Holding IWM

# of Institutions
2,661
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
Track This Portfolio

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email