A detailed history of Compass Ion Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 5,439 shares of IWM stock, worth $1.23 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,439
Previous 5,428 0.2%
Holding current value
$1.23 Million
Previous $1.1 Million 9.08%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Oct 18, 2024

BUY
$200.87 - $224.6 $2,209 - $2,470
11 Added 0.2%
5,439 $1.2 Million
Q1 2024

Apr 17, 2024

BUY
$189.48 - $210.3 $22,927 - $25,446
121 Added 2.28%
5,428 $1.14 Million
Q4 2023

Jan 23, 2024

BUY
$162.21 - $204.82 $28,548 - $36,048
176 Added 3.43%
5,307 $1.07 Million
Q3 2023

Nov 02, 2023

BUY
$174.36 - $198.71 $894,641 - $1.02 Million
5,131 New
5,131 $906,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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