A detailed history of Howard Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Howard Wealth Management, LLC holds 4,230 shares of IWM stock, worth $954,626. This represents 0.55% of its overall portfolio holdings.

Number of Shares
4,230
Previous 4,373 3.27%
Holding current value
$954,626
Previous $887,000 5.3%
% of portfolio
0.55%
Previous 0.7%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$200.87 - $224.6 $28,724 - $32,117
-143 Reduced 3.27%
4,230 $934,000
Q2 2024

Aug 02, 2024

SELL
$192.84 - $209.44 $26,033 - $28,274
-135 Reduced 2.99%
4,373 $887,000
Q1 2024

May 06, 2024

SELL
$189.48 - $210.3 $11,747 - $13,038
-62 Reduced 1.36%
4,508 $948,000
Q4 2023

Feb 07, 2024

SELL
$162.21 - $204.82 $21,573 - $27,241
-133 Reduced 2.83%
4,570 $917,000
Q3 2023

Nov 01, 2023

SELL
$174.36 - $198.71 $28,943 - $32,985
-166 Reduced 3.41%
4,703 $831,000
Q2 2023

Aug 01, 2023

SELL
$170.4 - $187.93 $5,623 - $6,201
-33 Reduced 0.67%
4,869 $911,000
Q1 2023

May 04, 2023

SELL
$170.25 - $198.32 $11,577 - $13,485
-68 Reduced 1.37%
4,902 $874,000
Q4 2022

Jan 26, 2023

BUY
$166.81 - $188.05 $11,509 - $12,975
69 Added 1.41%
4,970 $0
Q3 2022

Nov 01, 2022

BUY
$164.17 - $201.07 $804,597 - $985,444
4,901 New
4,901 $808,000
Q2 2022

Aug 09, 2022

SELL
$163.9 - $207.91 $808,354 - $1.03 Million
-4,932 Closed
0 $0
Q1 2022

Apr 20, 2022

BUY
$191.52 - $225.32 $5,745 - $6,759
30 Added 0.61%
4,932 $1.01 Million
Q4 2021

Jan 18, 2022

BUY
$212.12 - $242.56 $21,424 - $24,498
101 Added 2.1%
4,902 $1.09 Million
Q3 2021

Oct 19, 2021

SELL
$211.73 - $231.39 $13,974 - $15,271
-66 Reduced 1.36%
4,801 $1.05 Million
Q2 2021

Jul 27, 2021

SELL
$211.85 - $232.89 $2,330 - $2,561
-11 Reduced 0.23%
4,867 $1.12 Million
Q1 2021

Apr 23, 2021

BUY
$193.5 - $234.42 $23,994 - $29,068
124 Added 2.61%
4,878 $1.08 Million
Q4 2020

Feb 02, 2021

BUY
$152.18 - $199.14 $10,043 - $13,143
66 Added 1.41%
4,754 $932,000
Q3 2020

Oct 29, 2020

BUY
$139.07 - $158.46 $4,311 - $4,912
31 Added 0.67%
4,688 $702,000
Q2 2020

Aug 03, 2020

SELL
$104.62 - $153.09 $53,983 - $78,994
-516 Reduced 9.97%
4,657 $666,000
Q1 2020

May 04, 2020

BUY
$99.9 - $169.53 $90,209 - $153,085
903 Added 21.15%
5,173 $592,000
Q4 2019

Feb 05, 2020

BUY
$146.46 - $166.68 $625,384 - $711,723
4,270 New
4,270 $707,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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