Wedgewood Investors Inc Ishares Russell 2000 ETF Transaction History

Wedgewood Investors Inc

  • $82.6 Million
  • Q2 2024

A detailed history of Wedgewood Investors Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wedgewood Investors Inc holds 1,324 shares of IWM stock, worth $290,498. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,324
Previous 1,324 -0.0%
Holding current value
$290,498
Previous $265,000 1.13%
% of portfolio
0.32%
Previous 0.34%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023
BUY
$174.36 - $198.71 $1,394 - $1,589
8 Added 0.61%
1,324 $234,000
Q3 2022

Oct 31, 2022
SELL
$164.17 - $201.07 $12,148 - $14,879
-74 Reduced 5.32%
1,316 $217,000
Q2 2022

Jul 29, 2022
SELL
$163.9 - $207.91 $174,061 - $220,800
-1,062 Reduced 43.31%
1,390 $236,000
Q4 2021

Jan 28, 2022
SELL
$212.12 - $242.56 $23,333 - $26,681
-110 Reduced 4.29%
2,452 $545,000
Q3 2021

Oct 25, 2021
SELL
$211.73 - $231.39 $14,821 - $16,197
-70 Reduced 2.66%
2,562 $560,000
Q2 2021

Jul 23, 2021
SELL
$211.85 - $232.89 $25,422 - $27,946
-120 Reduced 4.36%
2,632 $604,000
Q1 2021

Apr 28, 2021
SELL
$193.5 - $234.42 $19,350 - $23,442
-100 Reduced 3.51%
2,752 $608,000
Q2 2020

Aug 03, 2020
BUY
$104.62 - $153.09 $104 - $153
1 Added 0.04%
2,852 $408,000
Q2 2019

Jul 31, 2019
BUY
$145.86 - $160.71 $3,500 - $3,857
24 Added 0.85%
2,851 $443,000
Q3 2018

Nov 02, 2018
SELL
$164.2 - $173.02 $8,210 - $8,651
-50 Reduced 1.74%
2,827 $477,000
Q2 2018

Aug 07, 2018
SELL
$148.13 - $169.97 $2,814 - $3,229
-19 Reduced 0.66%
2,877 $471,000
Q1 2018

Apr 27, 2018
BUY
$145.44 - $159.96 $5,672 - $6,238
39 Added 1.37%
2,896 $440,000
Q3 2017

Oct 31, 2017
BUY
$144.61 - $148.18 $413,150 - $423,350
2,857
2,857 $423,000

Others Institutions Holding IWM

# of Institutions
2,544
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Wedgewood Investors Inc Portfolio

Follow Wedgewood Investors Inc 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 Wedgewood Investors Inc , based on Form 13F filings with the SEC.

News

Stay updated on Wedgewood Investors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email