A detailed history of Yhb Investment Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 24,344 shares of IWM stock, worth $5.49 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
24,344
Previous 24,314 0.12%
Holding current value
$5.49 Million
Previous $5.11 Million 3.4%
% of portfolio
0.43%
Previous 0.45%

Shares

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

Aug 01, 2024

BUY
$192.84 - $209.44 $5,785 - $6,283
30 Added 0.12%
24,344 $4.94 Million
Q1 2024

Aug 14, 2024

SELL
$189.48 - $210.3 $5,684 - $6,309
-30 Reduced 0.12%
24,314 $5.11 Million
Q1 2024

Apr 26, 2024

SELL
$189.48 - $210.3 $100,234 - $111,248
-529 Reduced 2.13%
24,314 $5.11 Million
Q4 2023

Jan 29, 2024

SELL
$162.21 - $204.82 $707,235 - $893,015
-4,360 Reduced 14.93%
24,843 $4.99 Million
Q3 2023

Oct 23, 2023

SELL
$174.36 - $198.71 $1,220 - $1,390
-7 Reduced 0.02%
29,203 $5.16 Million
Q2 2023

Aug 10, 2023

SELL
$170.4 - $187.93 $180,964 - $199,581
-1,062 Reduced 3.51%
29,210 $5.47 Million
Q1 2023

May 08, 2023

SELL
$170.25 - $198.32 $57,885 - $67,428
-340 Reduced 1.11%
30,272 $5.4 Million
Q4 2022

Jan 12, 2023

BUY
$166.81 - $188.05 $8,507 - $9,590
51 Added 0.17%
30,612 $0
Q3 2022

Nov 03, 2022

SELL
$164.17 - $201.07 $87,338 - $106,969
-532 Reduced 1.71%
30,561 $5.04 Million
Q2 2022

Jul 14, 2022

BUY
$163.9 - $207.91 $8,195 - $10,395
50 Added 0.16%
31,093 $5.27 Million
Q1 2022

Apr 14, 2022

BUY
$191.52 - $225.32 $42,517 - $50,021
222 Added 0.72%
31,043 $6.37 Million
Q4 2021

Jan 18, 2022

BUY
$212.12 - $242.56 $19,090 - $21,830
90 Added 0.29%
30,821 $6.86 Million
Q3 2021

Oct 28, 2021

BUY
$211.73 - $231.39 $45,733 - $49,980
216 Added 0.71%
30,731 $6.72 Million
Q2 2021

Jul 15, 2021

SELL
$211.85 - $232.89 $113,763 - $125,061
-537 Reduced 1.73%
30,515 $7 Million
Q1 2021

Apr 22, 2021

SELL
$193.5 - $234.42 $83,592 - $101,269
-432 Reduced 1.37%
31,052 $6.98 Million
Q4 2020

Jan 21, 2021

SELL
$152.18 - $199.14 $39,718 - $51,975
-261 Reduced 0.82%
31,484 $6.17 Million
Q3 2020

Nov 02, 2020

BUY
$139.07 - $158.46 $4.41 Million - $5.03 Million
31,745 New
31,745 $4.76 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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