Ccg Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Ccg Wealth Management, LLC

  • $175 Million
  • Q4 2024

A detailed history of Ccg Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ccg Wealth Management, LLC holds 1,353 shares of IWM stock, worth $291,449. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,353
Previous 4,997 72.92%
Holding current value
$291,449
Previous $1.1 Million 72.98%
% of portfolio
0.17%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$216.13 - $242.4 $787,577 - $883,305
-3,644 Reduced 72.92%
1,353 $298,000
Q3 2024

Oct 15, 2024
SELL
$200.87 - $224.6 $2,611 - $2,919
-13 Reduced 0.26%
4,997 $1.1 Million
Q2 2024

Jul 31, 2024
BUY
$192.84 - $209.44 $2,506 - $2,722
13 Added 0.26%
5,010 $1.02 Million
Q1 2024

Apr 18, 2024
BUY
$189.48 - $210.3 $946,831 - $1.05 Million
4,997 New
4,997 $1.05 Million

Others Institutions Holding IWM

# of Institutions
2,933
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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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