York Bridge Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 2,227 shares of IWM stock, worth $451,836. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,227

Previous 2,227 -0.0%

Holding current value

$451,836

Previous $367,000 5.72%

% of portfolio

0.1%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 15, 2022	BUY	$191.52 - $225.32 $28,728 - $33,798	150 Added 7.22%	2,227 $457,000
Q4 2021 Jan 19, 2022	SELL	$212.12 - $242.56 $212 - $242	-1 Reduced 0.05%	2,077 $462,000
Q3 2021 Oct 22, 2021	BUY	$211.73 - $231.39 $16,726 - $18,279	79 Added 3.95%	2,078 $454,000
Q1 2021 Apr 15, 2021	SELL	$193.5 - $234.42 $3,870 - $4,688	-20 Reduced 0.99%	1,999 $442,000
Q4 2020 Jan 19, 2021	BUY	$152.18 - $199.14 $19,935 - $26,087	131 Added 6.94%	2,019 $396,000

Q3 2020 Oct 19, 2020	SELL	$139.07 - $158.46 $2,781 - $3,169	-20 Reduced 1.05%	1,888 $283,000
Q1 2020 Apr 16, 2020	SELL	$99.9 - $169.53 $121,278 - $205,809	-1,214 Reduced 38.89%	1,908 $218,000
Q4 2019 Jan 17, 2020	SELL	$146.46 - $166.68 $55,654 - $63,338	-380 Reduced 10.85%	3,122 $517,000
Q3 2019 Oct 21, 2019	BUY	$144.85 - $157.9 $161,218 - $175,742	1,113 Added 46.59%	3,502 $530,000
Q2 2019 Jul 18, 2019	BUY	$145.86 - $160.71 $58,198 - $64,123	399 Added 20.05%	2,389 $371,000
Q1 2019 May 09, 2019	SELL	$132.25 - $158.24 $12,960 - $15,507	-98 Reduced 4.69%	1,990 $305,000
Q4 2017 Feb 12, 2018	BUY	$145.63 - $154.3 $91,746 - $97,209	630 Added 43.21%	2,088 $309,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,458	1,458 $207,000

Others Institutions Holding IWM

# of Institutions

2,578

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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York Bridge Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History