Wealthquest Corp Ishares Russell 2000 ETF Transaction History

Wealthquest Corp

  • $948 Million
  • Q4 2024

A detailed history of Wealthquest Corp transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealthquest Corp holds 2,104 shares of IWM stock, worth $475,440. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,104
Previous 2,179 3.44%
Holding current value
$475,440
Previous $481,000 3.53%
% of portfolio
0.05%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$216.13 - $242.4 $16,209 - $18,180
-75 Reduced 3.44%
2,104 $464,000
Q3 2024

Nov 21, 2024
SELL
$200.87 - $224.6 $10,646 - $11,903
-53 Reduced 2.37%
2,179 $481,000
Q2 2024

Aug 26, 2024
SELL
$192.84 - $209.44 $43,774 - $47,542
-227 Reduced 9.23%
2,232 $452,000
Q1 2024

May 09, 2024
BUY
$189.48 - $210.3 $189 - $210
1 Added 0.04%
2,459 $517,000
Q4 2023

Feb 15, 2024
BUY
$162.21 - $204.82 $162 - $204
1 Added 0.04%
2,458 $493,000
Q3 2023

Nov 15, 2023
SELL
$174.36 - $198.71 $1,743 - $1,987
-10 Reduced 0.41%
2,457 $434,000
Q2 2023

Aug 14, 2023
BUY
$170.4 - $187.93 $3,748 - $4,134
22 Added 0.9%
2,467 $461,000
Q1 2023

May 04, 2023
SELL
$170.25 - $198.32 $1,362 - $1,586
-8 Reduced 0.33%
2,445 $436,000
Q4 2022

Feb 10, 2023
SELL
$166.81 - $188.05 $112,263 - $126,557
-673 Reduced 21.53%
2,453 $427,000
Q3 2022

Nov 08, 2022
SELL
$164.17 - $201.07 $11,163 - $13,672
-68 Reduced 2.13%
3,126 $515,000
Q2 2022

Aug 12, 2022
SELL
$163.9 - $207.91 $74,082 - $93,975
-452 Reduced 12.4%
3,194 $540,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $17,393 - $19,889
82 Added 2.3%
3,646 $811,000
Q4 2020

Feb 09, 2021
BUY
$152.18 - $199.14 $37,436 - $48,988
246 Added 7.41%
3,564 $698,000
Q2 2020

Aug 11, 2020
BUY
$104.62 - $153.09 $347,129 - $507,952
3,318 New
3,318 $475,000

Others Institutions Holding IWM

# of Institutions
2,910
Shares Held
310M
Call Options Held
204M
Put Options Held
488M
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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