Hohimer Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Hohimer Wealth Management, LLC

  • $505 Million
  • Q4 2024

A detailed history of Hohimer Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Hohimer Wealth Management, LLC holds 2,378 shares of IWM stock, worth $476,670. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,378
Previous 1,900 25.16%
Holding current value
$476,670
Previous $419,000 25.3%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Feb 14, 2025
BUY
$216.13 - $242.4 $103,310 - $115,867
478 Added 25.16%
2,378 $525,000
Q1 2023

May 02, 2023
BUY
$170.25 - $198.32 $323,475 - $376,808
1,900 New
1,900 $338,000
Q2 2022

Jul 25, 2022
SELL
$163.9 - $207.91 $182,092 - $230,988
-1,111 Closed
0 $0
Q1 2022

May 03, 2022
SELL
$191.52 - $225.32 $5,937 - $6,984
-31 Reduced 2.71%
1,111 $228,000
Q3 2021

Oct 18, 2021
BUY
$211.73 - $231.39 $2,329 - $2,545
11 Added 0.97%
1,142 $250,000
Q2 2021

Jul 12, 2021
SELL
$211.85 - $232.89 $12,711 - $13,973
-60 Reduced 5.04%
1,131 $259,000
Q1 2021

Apr 12, 2021
BUY
$193.5 - $234.42 $11,610 - $14,065
60 Added 5.31%
1,191 $263,000
Q4 2020

Jan 11, 2021
BUY
$152.18 - $199.14 $172,115 - $225,227
1,131 New
1,131 $222,000
Q1 2020

May 05, 2020
SELL
$99.9 - $169.53 $129,870 - $220,389
-1,300 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $190,398 - $216,684
1,300 New
1,300 $215,000

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
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