Wealth Trust Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Wealth Trust Asset Management, LLC

  • $137 Million
  • Q4 2024

A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 7,425 shares of IWM stock, worth $1.49 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
7,425
Previous 11,342 34.54%
Holding current value
$1.49 Million
Previous $2.51 Million 34.53%
% of portfolio
1.2%
Previous 1.89%

Shares

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

Feb 10, 2025
SELL
$216.13 - $242.4 $846,581 - $949,480
-3,917 Reduced 34.54%
7,425 $1.64 Million
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $1.25 Million - $1.4 Million
6,231 Added 121.91%
11,342 $2.51 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $985,605 - $1.07 Million
5,111 New
5,111 $1.04 Million

Others Institutions Holding IWM

# of Institutions
2,952
Shares Held
300M
Call Options Held
213M
Put Options Held
497M
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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