Windsor Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Windsor Advisory Group, LLC

  • $86 Billion
  • Q4 2024

A detailed history of Windsor Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Windsor Advisory Group, LLC holds 1,401 shares of IWM stock, worth $302,167. This represents 0.36% of its overall portfolio holdings.

Number of Shares
1,401
Previous 1,382 1.37%
Holding current value
$302,167
Previous $305 Million 1.41%
% of portfolio
0.36%
Previous 0.34%

Shares

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

Feb 14, 2025
BUY
$216.13 - $242.4 $4,106 - $4,605
19 Added 1.37%
1,401 $310 Million
Q3 2023

Oct 31, 2023
BUY
$174.36 - $198.71 $1,917 - $2,185
11 Added 0.8%
1,382 $244 Million
Q2 2023

Jul 26, 2023
SELL
$170.4 - $187.93 $32,205 - $35,518
-189 Reduced 12.12%
1,371 $257 Million
Q1 2023

Jun 13, 2023
SELL
$170.25 - $198.32 $68,781 - $80,121
-404 Reduced 20.57%
1,560 $278 Million
Q4 2022

Jun 13, 2023
BUY
$166.81 - $188.05 $327,614 - $369,330
1,964 New
1,964 $342 Million

Others Institutions Holding IWM

# of Institutions
2,933
Shares Held
302M
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
Track This Portfolio

Track Windsor Advisory Group, LLC Portfolio

Follow Windsor Advisory Group, LLC 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 Windsor Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Windsor Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email