Mbl Wealth, LLC Ishares Russell 2000 ETF Transaction History

Mbl Wealth, LLC

  • $833 Million
  • Q2 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mbl Wealth, LLC holds 6,869 shares of IWM stock, worth $1.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,869
Previous 6,914 0.65%
Holding current value
$1.5 Million
Previous $1.45 Million 4.2%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jul 19, 2024
SELL
$192.84 - $209.44 $8,677 - $9,424
-45 Reduced 0.65%
6,869 $1.39 Million
Q1 2024

Apr 22, 2024
BUY
$189.48 - $210.3 $246,324 - $273,390
1,300 Added 23.16%
6,914 $1.45 Million
Q4 2023

Jan 18, 2024
SELL
$162.21 - $204.82 $10,219 - $12,903
-63 Reduced 1.11%
5,614 $1.13 Million
Q3 2023

Oct 11, 2023
SELL
$174.36 - $198.71 $12,205 - $13,909
-70 Reduced 1.22%
5,677 $1 Million
Q2 2023

Jul 17, 2023
SELL
$170.4 - $187.93 $107,011 - $118,020
-628 Reduced 9.85%
5,747 $1.08 Million
Q1 2023

Apr 11, 2023
SELL
$170.25 - $198.32 $13,449 - $15,667
-79 Reduced 1.22%
6,375 $1.14 Million
Q4 2022

Jan 12, 2023
SELL
$166.81 - $188.05 $34,029 - $38,362
-204 Reduced 3.06%
6,454 $1.13 Million
Q3 2022

Jan 12, 2023
SELL
$164.17 - $201.07 $245,105 - $300,197
-1,493 Reduced 18.32%
6,658 $1.1 Million
Q2 2022

Jan 12, 2023
BUY
$163.9 - $207.91 $189,468 - $240,343
1,156 Added 16.53%
8,151 $1.38 Million
Q1 2022

May 02, 2022
BUY
$191.52 - $225.32 $1.34 Million - $1.58 Million
6,995 New
6,995 $1.44 Million
Q3 2021

Oct 25, 2021
SELL
$211.73 - $231.39 $1.56 Million - $1.71 Million
-7,371 Closed
0 $0
Q1 2021

May 27, 2021
SELL
$193.5 - $234.42 $62,887 - $76,186
-325 Reduced 4.22%
7,371 $1.63 Million
Q4 2020

Feb 16, 2021
BUY
$152.18 - $199.14 $1.17 Million - $1.53 Million
7,696 New
7,696 $1.51 Million

Others Institutions Holding IWM

# of Institutions
2,578
Shares Held
297M
Call Options Held
229M
Put Options Held
363M
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 Mbl Wealth, LLC Portfolio

Follow Mbl Wealth, 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 Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email