Wescott Financial Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Wescott Financial Advisory Group, LLC

  • $763 Million
  • Q2 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,612 shares of IWM stock, worth $363,747. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,612
Previous 1,609 0.19%
Holding current value
$363,747
Previous $338,000 3.25%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 14, 2024
BUY
$192.84 - $209.44 $578 - $628
3 Added 0.19%
1,612 $327,000
Q1 2024

May 13, 2024
SELL
$189.48 - $210.3 $25,769 - $28,600
-136 Reduced 7.79%
1,609 $338,000
Q4 2023

Feb 13, 2024
SELL
$162.21 - $204.82 $11,841 - $14,951
-73 Reduced 4.02%
1,745 $350,000
Q2 2023

Aug 11, 2023
BUY
$170.4 - $187.93 $511 - $563
3 Added 0.17%
1,818 $340,000
Q1 2023

May 10, 2023
SELL
$170.25 - $198.32 $10,555 - $12,295
-62 Reduced 3.3%
1,815 $323,000
Q4 2022

Feb 06, 2023
SELL
$166.81 - $188.05 $47,707 - $53,782
-286 Reduced 13.22%
1,877 $327,000
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $116,396 - $142,558
709 Added 48.76%
2,163 $357,000
Q2 2022

Jul 28, 2022
SELL
$163.9 - $207.91 $32,452 - $41,166
-198 Reduced 11.99%
1,454 $246,000
Q1 2022

May 16, 2022
BUY
$191.52 - $225.32 $143,448 - $168,764
749 Added 82.95%
1,652 $339,000
Q4 2021

Jan 31, 2022
BUY
$212.12 - $242.56 $191,544 - $219,031
903 New
903 $201,000

Others Institutions Holding IWM

# of Institutions
2,547
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
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