A detailed history of Waypoint Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Waypoint Capital Advisors, LLC holds 1,605 shares of IWM stock, worth $351,222. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,605
Previous 2,205 27.21%
Holding current value
$351,222
Previous $463,000 29.81%
% of portfolio
0.08%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024

SELL
$192.84 - $209.44 $115,704 - $125,664
-600 Reduced 27.21%
1,605 $325,000
Q3 2023

Oct 25, 2023

BUY
$174.36 - $198.71 $123,446 - $140,686
708 Added 47.29%
2,205 $389,000
Q4 2022

Jan 23, 2023

SELL
$166.81 - $188.05 $150,129 - $169,245
-900 Reduced 37.55%
1,497 $0
Q2 2022

Jul 18, 2022

BUY
$163.9 - $207.91 $392,868 - $498,360
2,397 New
2,397 $406,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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