Clientfirst Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Clientfirst Wealth Management, LLC

  • $82.6 Million
  • Q3 2023

A detailed history of Clientfirst Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 5,852 shares of IWM stock, worth $1.31 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
5,852
Previous 7,170 18.38%
Holding current value
$1.31 Million
Previous $1.34 Million 22.95%
% of portfolio
1.25%
Previous 1.58%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$174.36 - $198.71 $229,806 - $261,899
-1,318 Reduced 18.38%
5,852 $1.03 Million
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $255,219 - $287,716
-1,530 Reduced 17.59%
7,170 $1.25 Million
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $49,250 - $60,321
300 Added 3.57%
8,700 $1.61 Million
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $70,477 - $89,401
430 Added 5.4%
8,400 $1.42 Million
Q4 2021

Apr 01, 2022
BUY
$212.12 - $242.56 $1.69 Million - $1.93 Million
7,970 New
7,970 $1.65 Million

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
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 Clientfirst Wealth Management, LLC Portfolio

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

News

Stay updated on Clientfirst Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email