Van Hulzen Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Van Hulzen Asset Management, LLC

  • $1.38 Billion
  • Q3 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 13, 2023
BUY
$166.81 - $188.05 $218,187 - $245,969
1,308 New
1,308 $228,000
Q2 2022

Aug 04, 2022
BUY
$163.9 - $207.91 $50,481 - $64,036
308 Added 26.35%
1,477 $250,000
Q1 2022

May 20, 2022
SELL
$191.52 - $225.32 $19,152 - $22,532
-100 Reduced 7.88%
1,169 $240,000
Q4 2021

Feb 04, 2022
BUY
$212.12 - $242.56 $269,180 - $307,808
1,269 New
1,269 $282,000
Q3 2021

Nov 12, 2021
SELL
$211.73 - $231.39 $186,957 - $204,317
-883 Closed
0 $0
Q2 2021

Aug 06, 2021
BUY
$211.85 - $232.89 $187,063 - $205,641
883 New
883 $203,000
Q1 2021

May 12, 2021
SELL
$193.5 - $234.42 $3.63 Million - $4.39 Million
-18,738 Closed
0 $0
Q4 2020

Feb 16, 2021
SELL
$152.18 - $199.14 $236,183 - $309,065
-1,552 Reduced 7.65%
18,738 $3.67 Million
Q3 2020

Nov 03, 2020
SELL
$139.07 - $158.46 $119,322 - $135,958
-858 Reduced 4.06%
20,290 $3.04 Million
Q2 2020

Aug 11, 2020
SELL
$104.62 - $153.09 $11,612 - $16,992
-111 Reduced 0.52%
21,148 $3.03 Million
Q1 2020

May 14, 2020
SELL
$99.9 - $169.53 $24,775 - $42,043
-248 Reduced 1.15%
21,259 $2.43 Million
Q4 2019

Feb 12, 2020
BUY
$146.46 - $166.68 $271,976 - $309,524
1,857 Added 9.45%
21,507 $3.56 Million
Q3 2019

Oct 30, 2019
SELL
$144.85 - $157.9 $173,964 - $189,637
-1,201 Reduced 5.76%
19,650 $2.97 Million
Q2 2019

Aug 08, 2019
BUY
$145.86 - $160.71 $613,778 - $676,267
4,208 Added 25.28%
20,851 $3.24 Million
Q1 2019

May 01, 2019
BUY
$132.25 - $158.24 $648,421 - $775,850
4,903 Added 41.76%
16,643 $2.55 Million
Q4 2018

Feb 12, 2019
BUY
$125.88 - $166.33 $1.08 Million - $1.42 Million
8,554 Added 268.49%
11,740 $1.57 Million
Q3 2018

Nov 14, 2018
BUY
$164.2 - $173.02 $181,769 - $191,533
1,107 Added 53.25%
3,186 $537,000
Q2 2018

Aug 07, 2018
SELL
$148.13 - $169.97 $3,258 - $3,739
-22 Reduced 1.05%
2,079 $341,000
Q1 2018

May 08, 2018
BUY
$145.44 - $159.96 $97,735 - $107,493
672 Added 47.03%
2,101 $319,000
Q4 2017

Feb 12, 2018
BUY
$145.63 - $154.3 $208,105 - $220,494
1,429
1,429 $218,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
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 Van Hulzen Asset Management, LLC Portfolio

Follow Van Hulzen Asset Management, 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 Van Hulzen Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Van Hulzen Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email