Diversify Advisory Services, LLC Ishares Russell 2000 ETF Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 10,052 shares of IWM stock, worth $2.01 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,052
Previous 102,066 90.15%
Holding current value
$2.01 Million
Previous $22.6 Billion 90.35%
% of portfolio
0.12%
Previous 1.21%

Shares

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

Jan 16, 2025
SELL
$216.13 - $242.4 $19.9 Million - $22.3 Million
-92,014 Reduced 90.15%
10,052 $2.18 Billion
Q3 2024

Oct 24, 2024
BUY
$200.87 - $224.6 $19.7 Million - $22.1 Million
98,277 Added 2593.75%
102,066 $22.6 Billion
Q2 2024

Jul 12, 2024
SELL
$192.84 - $209.44 $22.9 Million - $24.9 Million
-118,910 Reduced 96.91%
3,789 $763 Million
Q1 2024

Apr 30, 2024
BUY
$189.48 - $210.3 $23.2 Million - $25.8 Million
122,699 New
122,699 $25.6 Billion

Others Institutions Holding IWM

# of Institutions
2,950
Shares Held
301M
Call Options Held
213M
Put Options Held
497M
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 Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, 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 Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email