Curtis Advisory Group, LLC Ishares Russell 2000 ETF Transaction History

Curtis Advisory Group, LLC

  • $358 Million
  • Q4 2024

A detailed history of Curtis Advisory Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 6,030 shares of IWM stock, worth $1.37 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,030
Previous 5,175 16.52%
Holding current value
$1.37 Million
Previous $1.14 Million 16.54%
% of portfolio
0.37%
Previous 0.34%

Shares

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

Feb 03, 2025
BUY
$216.13 - $242.4 $184,791 - $207,252
855 Added 16.52%
6,030 $1.33 Million
Q3 2024

Nov 05, 2024
BUY
$200.87 - $224.6 $1.04 Million - $1.16 Million
5,175 New
5,175 $1.14 Million

Others Institutions Holding IWM

# of Institutions
2,765
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
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 Curtis Advisory Group, LLC Portfolio

Follow Curtis Advisory Group, 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 Curtis Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Curtis Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email