A detailed history of Valley National Advisers Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Valley National Advisers Inc holds 227 shares of IWM stock, worth $54,130. This represents 0.01% of its overall portfolio holdings.

Number of Shares
227
Previous 516 56.01%
Holding current value
$54,130
Previous $104,000 51.92%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 24, 2024

SELL
$200.87 - $224.6 $58,051 - $64,909
-289 Reduced 56.01%
227 $50,000
Q1 2024

Apr 19, 2024

BUY
$189.48 - $210.3 $189 - $210
1 Added 0.19%
516 $108,000
Q4 2023

Jan 25, 2024

BUY
$162.21 - $204.82 $46,716 - $58,988
288 Added 126.87%
515 $103,000
Q2 2023

Jul 31, 2023

SELL
$170.4 - $187.93 $119,280 - $131,551
-700 Reduced 75.51%
227 $43,000
Q1 2023

Apr 26, 2023

BUY
$170.25 - $198.32 $119,175 - $138,824
700 Added 308.37%
927 $164,000
Q4 2022

Jan 12, 2023

SELL
$166.81 - $188.05 $1,334 - $1,504
-8 Reduced 3.4%
227 $41,000
Q3 2022

Nov 08, 2022

SELL
$164.17 - $201.07 $1,805 - $2,211
-11 Reduced 4.47%
235 $41,000
Q1 2021

May 07, 2021

BUY
$193.5 - $234.42 $6,772 - $8,204
35 Added 16.59%
246 $54,000
Q4 2020

Feb 11, 2021

BUY
$152.18 - $199.14 $30,436 - $39,828
200 Added 1818.18%
211 $41,000
Q2 2020

Aug 10, 2020

SELL
$104.62 - $153.09 $19,040 - $27,862
-182 Reduced 94.3%
11 $2,000
Q1 2020

May 13, 2020

BUY
$99.9 - $169.53 $899 - $1,525
9 Added 4.89%
193 $22,000
Q4 2019

Feb 13, 2020

SELL
$146.46 - $166.68 $10,105 - $11,500
-69 Reduced 27.27%
184 $30,000
Q3 2019

Nov 12, 2019

BUY
$144.85 - $157.9 $35,053 - $38,211
242 Added 2200.0%
253 $38,000
Q3 2017

Nov 14, 2017

BUY
$144.61 - $148.18 $1,590 - $1,629
11
11 $2,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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