A detailed history of Wealth Bridge Capital Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 17,488 shares of IWM stock, worth $3.88 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
17,488
Previous 16,743 4.45%
Holding current value
$3.88 Million
Previous $3.4 Million 13.72%
% of portfolio
1.13%
Previous 1.14%

Shares

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

Oct 07, 2024

BUY
$200.87 - $224.6 $149,648 - $167,327
745 Added 4.45%
17,488 $3.86 Million
Q2 2024

Aug 02, 2024

SELL
$192.84 - $209.44 $858,716 - $932,636
-4,453 Reduced 21.01%
16,743 $3.4 Million
Q1 2024

Apr 30, 2024

SELL
$189.48 - $210.3 $7,958 - $8,832
-42 Reduced 0.2%
21,196 $4.46 Million
Q4 2023

Feb 12, 2024

SELL
$162.21 - $204.82 $88,404 - $111,626
-545 Reduced 2.5%
21,238 $4.26 Million
Q3 2023

Nov 08, 2023

BUY
$174.36 - $198.71 $972,580 - $1.11 Million
5,578 Added 34.42%
21,783 $3.85 Million
Q2 2023

Aug 01, 2023

BUY
$170.4 - $187.93 $44,474 - $49,049
261 Added 1.64%
16,205 $3.03 Million
Q1 2023

May 10, 2023

SELL
$170.25 - $198.32 $15,492 - $18,047
-91 Reduced 0.57%
15,944 $2.84 Million
Q4 2022

Jan 31, 2023

BUY
$166.81 - $188.05 $15,513 - $17,488
93 Added 0.58%
16,035 $2.8 Million
Q2 2022

Aug 12, 2022

BUY
$163.9 - $207.91 $136,528 - $173,189
833 Added 5.51%
15,942 $2.7 Million
Q1 2022

Apr 15, 2022

SELL
$191.52 - $225.32 $766 - $901
-4 Reduced 0.03%
15,109 $3.1 Million
Q4 2021

Feb 11, 2022

SELL
$212.12 - $242.56 $843,177 - $964,176
-3,975 Reduced 20.82%
15,113 $3.36 Million
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $952,149 - $1.04 Million
4,497 Added 30.82%
19,088 $4.18 Million
Q2 2021

Aug 16, 2021

SELL
$211.85 - $232.89 $13,770 - $15,137
-65 Reduced 0.44%
14,591 $3.35 Million
Q1 2021

May 17, 2021

SELL
$193.5 - $234.42 $41,989 - $50,869
-217 Reduced 1.46%
14,656 $3.24 Million
Q4 2020

Feb 12, 2021

SELL
$152.18 - $199.14 $784,487 - $1.03 Million
-5,155 Reduced 25.74%
14,873 $2.92 Million
Q3 2020

Nov 13, 2020

SELL
$139.07 - $158.46 $73,707 - $83,983
-530 Reduced 2.58%
20,028 $3 Million
Q2 2020

Aug 14, 2020

BUY
$104.62 - $153.09 $474,451 - $694,263
4,535 Added 28.3%
20,558 $2.94 Million
Q1 2020

May 15, 2020

SELL
$99.9 - $169.53 $508,890 - $863,585
-5,094 Reduced 24.12%
16,023 $1.83 Million
Q4 2019

Feb 12, 2020

SELL
$146.46 - $166.68 $288,379 - $328,192
-1,969 Reduced 8.53%
21,117 $3.5 Million
Q3 2019

Nov 14, 2019

SELL
$144.85 - $157.9 $55,767 - $60,791
-385 Reduced 1.64%
23,086 $3.49 Million
Q2 2019

Aug 13, 2019

SELL
$145.86 - $160.71 $58,927 - $64,926
-404 Reduced 1.69%
23,471 $3.14 Million
Q1 2019

May 15, 2019

BUY
$132.25 - $158.24 $53,429 - $63,928
404 Added 1.72%
23,875 $3.73 Million
Q4 2018

Feb 14, 2019

BUY
$125.88 - $166.33 $2.95 Million - $3.9 Million
23,471 New
23,471 $3.14 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Wealth Bridge Capital Management, LLC Portfolio

Follow Wealth Bridge Capital 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 Wealth Bridge Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Bridge Capital Management, LLC with notifications on news.