Annis Gardner Whiting Capital Advisors, LLC Ishares Russell 2000 ETF Transaction History

Annis Gardner Whiting Capital Advisors, LLC

  • $355 Billion
  • Q3 2024

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 50,226 shares of IWM stock, worth $11.5 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
50,226
Previous 48,329 3.93%
Holding current value
$11.5 Million
Previous $9.81 Billion 13.14%
% of portfolio
3.12%
Previous 2.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$200.87 - $224.6 $381,050 - $426,066
1,897 Added 3.93%
50,226 $11.1 Billion
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $2.32 Million - $2.52 Million
12,037 Added 33.17%
48,329 $9.81 Billion
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $396,581 - $440,157
2,093 Added 6.12%
36,292 $7.63 Billion
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $606,016 - $765,207
3,736 Added 12.26%
34,199 $6.86 Billion
Q3 2023

Nov 08, 2023
BUY
$174.36 - $198.71 $5.31 Million - $6.05 Million
30,463 New
30,463 $5.38 Billion

Others Institutions Holding IWM

# of Institutions
2,713
Shares Held
306M
Call Options Held
232M
Put Options Held
524M
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 Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, 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 Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email