Collaborative Wealth Managment Inc. Ishares Russell 2000 ETF Transaction History

Collaborative Wealth Managment Inc.

  • $215 Million
  • Q3 2024

A detailed history of Collaborative Wealth Managment Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,282 shares of IWM stock, worth $293,180. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,282
Previous 1,437 10.79%
Holding current value
$293,180
Previous $291,000 2.75%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Nov 12, 2024
SELL
$200.87 - $224.6 $31,134 - $34,813
-155 Reduced 10.79%
1,282 $283,000
Q2 2024

Aug 09, 2024
BUY
$192.84 - $209.44 $11,377 - $12,356
59 Added 4.28%
1,437 $291,000
Q1 2024

May 10, 2024
BUY
$189.48 - $210.3 $7,958 - $8,832
42 Added 3.14%
1,378 $289,000
Q4 2023

Feb 07, 2024
SELL
$162.21 - $204.82 $12,165 - $15,361
-75 Reduced 5.32%
1,336 $268,000
Q3 2023

Nov 09, 2023
SELL
$174.36 - $198.71 $43,066 - $49,081
-247 Reduced 14.9%
1,411 $249,000
Q2 2023

Aug 07, 2023
SELL
$170.4 - $187.93 $59,640 - $65,775
-350 Reduced 17.43%
1,658 $310,000
Q1 2023

May 08, 2023
SELL
$170.25 - $198.32 $18,387 - $21,418
-108 Reduced 5.1%
2,008 $358,000
Q4 2022

Feb 10, 2023
SELL
$166.81 - $188.05 $4,503 - $5,077
-27 Reduced 1.26%
2,116 $368,000
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $69,608 - $85,253
-424 Reduced 16.52%
2,143 $353,000
Q2 2022

Aug 15, 2022
SELL
$163.9 - $207.91 $112,435 - $142,626
-686 Reduced 21.09%
2,567 $435,000
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $39,030 - $44,631
184 Added 6.0%
3,253 $724,000
Q1 2021

May 12, 2022
BUY
$193.5 - $234.42 $593,851 - $719,434
3,069 New
3,069 $630,000

Others Institutions Holding IWM

# of Institutions
2,730
Shares Held
307M
Call Options Held
232M
Put Options Held
525M
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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