Forth Right Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Forth Right Wealth Management, LLC

  • $288 Million
  • Q4 2024

A detailed history of Forth Right Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 1,131 shares of IWM stock, worth $258,195. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,131
Previous 1,128 0.27%
Holding current value
$258,195
Previous $249,000 -0.0%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jan 17, 2025
BUY
$216.13 - $242.4 $648 - $727
3 Added 0.27%
1,131 $249,000
Q3 2024

Oct 28, 2024
SELL
$200.87 - $224.6 $39,169 - $43,797
-195 Reduced 14.74%
1,128 $249,000
Q2 2024

Jul 12, 2024
SELL
$192.84 - $209.44 $40,689 - $44,191
-211 Reduced 13.75%
1,323 $268,000
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $15,158 - $16,824
-80 Reduced 4.96%
1,534 $322,000
Q4 2023

Jan 23, 2024
BUY
$162.21 - $204.82 $261,806 - $330,579
1,614 New
1,614 $323,000
Q1 2021

Apr 26, 2021
SELL
$193.5 - $234.42 $36,184 - $43,836
-187 Closed
0 $0
Q4 2020

Jan 29, 2021
BUY
$152.18 - $199.14 $28,457 - $37,239
187 New
187 $37,000

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
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