Core Wealth Partners LLC Ishares Russell 2000 ETF Transaction History

Core Wealth Partners LLC

  • $174 Billion
  • Q4 2024

A detailed history of Core Wealth Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Core Wealth Partners LLC holds 1,101 shares of IWM stock, worth $248,980. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,101
Previous 1,121 1.78%
Holding current value
$248,980
Previous $248 Million 1.75%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Feb 11, 2025
SELL
$216.13 - $242.4 $4,322 - $4,848
-20 Reduced 1.78%
1,101 $243 Million
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $5,624 - $6,288
28 Added 2.56%
1,121 $248 Million
Q2 2024

Aug 13, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.09%
1,093 $222 Million
Q1 2024

Apr 19, 2024
BUY
$189.48 - $210.3 $378 - $420
2 Added 0.18%
1,092 $230 Million
Q4 2023

Feb 07, 2024
BUY
$162.21 - $204.82 $176,808 - $223,253
1,090 New
1,090 $219 Million

Others Institutions Holding IWM

# of Institutions
2,910
Shares Held
310M
Call Options Held
204M
Put Options Held
488M
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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