Wunderlich Capital Managemnt Ishares Russell 2000 ETF Transaction History

Wunderlich Capital Managemnt

  • $212 Million
  • Q2 2024

A detailed history of Wunderlich Capital Managemnt transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wunderlich Capital Managemnt holds 1,656 shares of IWM stock, worth $373,759. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,656
Previous 1,635 1.28%
Holding current value
$373,759
Previous $343,000 2.33%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Aug 14, 2024
BUY
$192.84 - $209.44 $4,049 - $4,398
21 Added 1.28%
1,656 $335,000
Q1 2024

May 15, 2024
SELL
$189.48 - $210.3 $49,833 - $55,308
-263 Reduced 13.86%
1,635 $343,000
Q4 2023

Feb 15, 2024
BUY
$162.21 - $204.82 $3,893 - $4,915
24 Added 1.28%
1,898 $380,000
Q3 2023

Nov 15, 2023
BUY
$174.36 - $198.71 $269,037 - $306,609
1,543 Added 466.16%
1,874 $331,000
Q3 2023

Nov 14, 2023
SELL
$174.36 - $198.71 $253,345 - $288,725
-1,453 Reduced 81.45%
331 $331,000
Q1 2023

May 09, 2023
BUY
$170.25 - $198.32 $5,958 - $6,941
35 Added 2.0%
1,784 $318,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $11,176 - $12,599
67 Added 3.98%
1,749 $305,000
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $4,596 - $5,629
28 Added 1.69%
1,682 $277,000
Q2 2022

Aug 15, 2022
SELL
$163.9 - $207.91 $39,336 - $49,898
-240 Reduced 12.67%
1,654 $280,000
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $36,580 - $43,036
-191 Reduced 9.16%
1,894 $389,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $1,484 - $1,697
7 Added 0.34%
2,085 $464,000
Q3 2021

Nov 15, 2021
SELL
$211.73 - $231.39 $28,160 - $30,774
-133 Reduced 6.02%
2,078 $455,000
Q2 2021

Aug 17, 2021
BUY
$211.85 - $232.89 $22,244 - $24,453
105 Added 4.99%
2,211 $494,000
Q1 2021

May 17, 2021
SELL
$193.5 - $234.42 $11,416 - $13,830
-59 Reduced 2.73%
2,106 $465,000
Q3 2020

Nov 16, 2020
BUY
$139.07 - $158.46 $6,953 - $7,923
50 Added 2.36%
2,165 $324,000
Q2 2020

Aug 17, 2020
SELL
$104.62 - $153.09 $32,536 - $47,610
-311 Reduced 12.82%
2,115 $303,000
Q1 2020

May 14, 2020
SELL
$99.9 - $169.53 $27,572 - $46,790
-276 Reduced 10.21%
2,426 $278,000
Q4 2019

Feb 14, 2020
SELL
$146.46 - $166.68 $10,252 - $11,667
-70 Reduced 2.53%
2,702 $448,000
Q3 2019

Nov 15, 2019
SELL
$144.85 - $157.9 $7,097 - $7,737
-49 Reduced 1.74%
2,772 $420,000
Q1 2019

May 16, 2019
SELL
$132.25 - $158.24 $14,944 - $17,881
-113 Reduced 3.85%
2,821 $431,000
Q4 2018

Feb 14, 2019
BUY
$125.88 - $166.33 $369,331 - $488,012
2,934 New
2,934 $393,000

Others Institutions Holding IWM

# of Institutions
2,827
Shares Held
307M
Call Options Held
230M
Put Options Held
527M
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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