A detailed history of Western Pacific Wealth Management, LP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 576 shares of IWM stock, worth $132,664. This represents 0.09% of its overall portfolio holdings.

Number of Shares
576
Previous 876 34.25%
Holding current value
$132,664
Previous $177,000 28.25%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Oct 31, 2024

SELL
$200.87 - $224.6 $60,261 - $67,380
-300 Reduced 34.25%
576 $127,000
Q4 2023

Feb 09, 2024

BUY
$162.21 - $204.82 $140,473 - $177,374
866 Added 8660.0%
876 $175,000
Q4 2022

Feb 03, 2023

BUY
$166.81 - $188.05 $1,668 - $1,880
10 New
10 $1,000
Q2 2022

Aug 01, 2022

SELL
$163.9 - $207.91 $630,359 - $799,621
-3,846 Closed
0 $0
Q1 2022

Apr 21, 2022

BUY
$191.52 - $225.32 $383 - $450
2 Added 0.05%
3,846 $789,000
Q4 2021

Feb 14, 2022

BUY
$212.12 - $242.56 $815,389 - $932,400
3,844 New
3,844 $855,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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