West Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 625 shares of IWM stock, worth $138,993. This represents 0.03% of its overall portfolio holdings.

Number of Shares
625
Previous 105 495.24%
Holding current value
$138,993
Previous $21,000 557.14%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Oct 08, 2024
BUY
$200.87 - $224.6 $104,452 - $116,792
520 Added 495.24%
625 $138,000
Q2 2024

Jul 15, 2024
BUY
$192.84 - $209.44 $20,248 - $21,991
105 New
105 $21,000
Q2 2023

Jul 07, 2023
BUY
$170.4 - $187.93 $4,771 - $5,262
28 Added 6.9%
434 $81,000
Q1 2023

Apr 18, 2023
BUY
$170.25 - $198.32 $10,725 - $12,494
63 Added 18.37%
406 $72,000
Q3 2021

Oct 13, 2021
BUY
$211.73 - $231.39 $2,117 - $2,313
10 Added 3.0%
343 $75,000
Q4 2020

Feb 22, 2021
BUY
$152.18 - $199.14 $16,435 - $21,507
108 Added 48.0%
333 $65,000
Q4 2020

Feb 02, 2021
BUY
$152.18 - $199.14 $34,240 - $44,806
225 New
225 $32 Million

Others Institutions Holding IWM

# of Institutions
2,665
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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