Henrickson Nauta Wealth Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Henrickson Nauta Wealth Advisors, Inc.

  • $242 Million
  • Q4 2024

A detailed history of Henrickson Nauta Wealth Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Henrickson Nauta Wealth Advisors, Inc. holds 1,259 shares of IWM stock, worth $270,193. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,259
Previous 1,055 19.34%
Holding current value
$270,193
Previous $233,000 19.31%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Jan 14, 2025
BUY
$216.13 - $242.4 $44,090 - $49,449
204 Added 19.34%
1,259 $278,000
Q3 2024

Oct 11, 2024
BUY
$200.87 - $224.6 $211,917 - $236,953
1,055 New
1,055 $233,000
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $59,945 - $70,525
-313 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $66,393 - $75,921
313 New
313 $63,000

Others Institutions Holding IWM

# of Institutions
2,938
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
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