Dumont & Blake Investment Advisors LLC Ishares Russell 2000 ETF Transaction History

Dumont & Blake Investment Advisors LLC

  • $349 Million
  • Q4 2024

A detailed history of Dumont & Blake Investment Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 32,271 shares of IWM stock, worth $7.37 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
32,271
Previous 32,578 0.94%
Holding current value
$7.37 Million
Previous $7.2 Million 0.92%
% of portfolio
2.04%
Previous 2.05%

Shares

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

Jan 23, 2025
SELL
$216.13 - $242.4 $66,351 - $74,416
-307 Reduced 0.94%
32,271 $7.13 Million
Q3 2024

Oct 23, 2024
SELL
$200.87 - $224.6 $6.58 Million - $7.36 Million
-32,754 Reduced 50.13%
32,578 $7.2 Million
Q2 2024

Jul 23, 2024
BUY
$192.84 - $209.44 $6.33 Million - $6.88 Million
32,829 Added 101.0%
65,332 $13.3 Million
Q1 2024

Apr 17, 2024
SELL
$189.48 - $210.3 $62,717 - $69,609
-331 Reduced 1.01%
32,503 $6.84 Million
Q4 2023

Jan 23, 2024
SELL
$162.21 - $204.82 $25,304 - $31,951
-156 Reduced 0.47%
32,834 $6.59 Million
Q3 2023

Oct 27, 2023
BUY
$174.36 - $198.71 $22,143 - $25,236
127 Added 0.39%
32,990 $5.83 Million
Q2 2023

Aug 03, 2023
BUY
$170.4 - $187.93 $25,560 - $28,189
150 Added 0.46%
32,863 $6.15 Million
Q1 2023

Apr 14, 2023
SELL
$170.25 - $198.32 $51,075 - $59,496
-300 Reduced 0.91%
32,713 $5.84 Million
Q4 2022

Jan 26, 2023
SELL
$166.81 - $188.05 $111,262 - $125,429
-667 Reduced 1.98%
33,013 $5.76 Million
Q3 2022

Oct 24, 2022
SELL
$164.17 - $201.07 $39,729 - $48,658
-242 Reduced 0.71%
33,680 $5.56 Million
Q2 2022

Aug 03, 2022
SELL
$163.9 - $207.91 $4,753 - $6,029
-29 Reduced 0.09%
33,922 $5.75 Million
Q1 2022

Apr 27, 2022
BUY
$191.52 - $225.32 $71,053 - $83,593
371 Added 1.1%
33,951 $6.97 Million
Q4 2021

Jan 31, 2022
BUY
$212.12 - $242.56 $98,423 - $112,547
464 Added 1.4%
33,580 $7.47 Million
Q3 2021

Nov 02, 2021
BUY
$211.73 - $231.39 $174,042 - $190,202
822 Added 2.55%
33,116 $7.24 Million
Q2 2021

Jul 22, 2021
BUY
$211.85 - $232.89 $139,821 - $153,707
660 Added 2.09%
32,294 $7.41 Million
Q1 2021

May 03, 2021
BUY
$193.5 - $234.42 $172,989 - $209,571
894 Added 2.91%
31,634 $6.99 Million
Q4 2020

Jan 29, 2021
SELL
$152.18 - $199.14 $56,154 - $73,482
-369 Reduced 1.19%
30,740 $6.03 Million
Q3 2020

Oct 30, 2020
BUY
$139.07 - $158.46 $213,889 - $243,711
1,538 Added 5.2%
31,109 $4.66 Million
Q2 2020

Jul 31, 2020
BUY
$104.62 - $153.09 $107,863 - $157,835
1,031 Added 3.61%
29,571 $4.23 Million
Q1 2020

May 05, 2020
SELL
$99.9 - $169.53 $44,455 - $75,440
-445 Reduced 1.54%
28,540 $3.27 Million
Q4 2019

Feb 05, 2020
SELL
$146.46 - $166.68 $42,034 - $47,837
-287 Reduced 0.98%
28,985 $4.8 Million
Q3 2019

Nov 12, 2019
SELL
$144.85 - $157.9 $427,452 - $465,962
-2,951 Reduced 9.16%
29,272 $4.43 Million
Q2 2019

Aug 01, 2019
BUY
$145.86 - $160.71 $555,726 - $612,305
3,810 Added 13.41%
32,223 $5.01 Million
Q1 2019

Apr 04, 2019
BUY
$132.25 - $158.24 $37,426 - $44,781
283 Added 1.01%
28,413 $4.35 Million
Q4 2018

Feb 07, 2019
BUY
$125.88 - $166.33 $461,853 - $610,264
3,669 Added 15.0%
28,130 $3.77 Million
Q3 2018

Oct 19, 2018
BUY
$164.2 - $173.02 $162,393 - $171,116
989 Added 4.21%
24,461 $4.12 Million
Q2 2018

Jul 25, 2018
BUY
$148.13 - $169.97 $87,396 - $100,282
590 Added 2.58%
23,472 $3.84 Million
Q1 2018

Apr 26, 2018
BUY
$145.44 - $159.96 $6,835 - $7,518
47 Added 0.21%
22,882 $3.47 Million
Q4 2017

Feb 15, 2018
BUY
$145.63 - $154.3 $84,465 - $89,494
580 Added 2.61%
22,835 $3.48 Million
Q3 2017

Oct 31, 2017
BUY
$144.61 - $148.18 $3.22 Million - $3.3 Million
22,255
22,255 $3.3 Million

Others Institutions Holding IWM

# of Institutions
2,723
Shares Held
306M
Call Options Held
232M
Put Options Held
524M
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 Dumont & Blake Investment Advisors LLC Portfolio

Follow Dumont & Blake Investment Advisors 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 Dumont & Blake Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dumont & Blake Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email