Von Berge Wealth Management Group, LLC Ishares Russell 2000 ETF Transaction History

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q1 2025

A detailed history of Von Berge Wealth Management Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 1,155 shares of IWM stock, worth $241,429. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,155
Previous 1,154 0.09%
Holding current value
$241,429
Previous $254,000 9.45%
% of portfolio
0.15%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$198.1 - $229.79 $198 - $229
1 Added 0.09%
1,155 $230,000
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $200 - $224
1 Added 0.09%
1,154 $254,000
Q4 2023

Jan 19, 2024
SELL
$162.21 - $204.82 $34,226 - $43,217
-211 Reduced 15.47%
1,153 $231,000
Q2 2022

Jul 18, 2022
BUY
$163.9 - $207.91 $17,373 - $22,038
106 Added 8.43%
1,364 $234,000
Q1 2022

Apr 22, 2022
BUY
$191.52 - $225.32 $191 - $225
1 Added 0.08%
1,258 $250,000
Q4 2021

Feb 07, 2022
BUY
$212.12 - $242.56 $266,634 - $304,897
1,257 New
1,257 $253,000

Others Institutions Holding IWM

# of Institutions
2,859
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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