Financial & Tax Architects, LLC Ishares Russell 2000 ETF Transaction History

Financial & Tax Architects, LLC

  • $393 Billion
  • Q4 2024

A detailed history of Financial & Tax Architects, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 2,716 shares of IWM stock, worth $551,049. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,716
Holding current value
$551,049
% of portfolio
0.15%

Shares

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

Jan 15, 2025
BUY
$216.13 - $242.4 $587,009 - $658,358
2,716 New
2,716 $600 Million
Q2 2022

Aug 25, 2023
SELL
$163.9 - $207.91 $167,178 - $212,068
-1,020 Closed
0 $0
Q1 2022

Aug 25, 2023
BUY
$191.52 - $225.32 $195,350 - $229,826
1,020 New
1,020 $209 Million
Q3 2021

Aug 25, 2023
BUY
$211.73 - $231.39 $215,964 - $236,017
1,020 New
1,020 $223 Million

Others Institutions Holding IWM

# of Institutions
2,946
Shares Held
302M
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 Financial & Tax Architects, LLC Portfolio

Follow Financial & Tax Architects, 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 Financial & Tax Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial & Tax Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email