Icon Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Icon Wealth Advisors, LLC

  • $1.17 Billion
  • Q2 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 775 shares of IWM stock, worth $171,902. This represents 0.01% of its overall portfolio holdings.

Number of Shares
775
Previous 1,254 38.2%
Holding current value
$171,902
Previous $263,000 40.3%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $92,370 - $100,321
-479 Reduced 38.2%
775 $157,000
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $104,971 - $116,506
554 Added 79.14%
1,254 $263,000
Q4 2023

Feb 14, 2024
SELL
$162.21 - $204.82 $640,567 - $808,834
-3,949 Reduced 84.94%
700 $140,000
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $5,004 - $5,641
-30 Reduced 0.64%
4,649 $810,000
Q3 2022

Jan 25, 2023
BUY
$164.17 - $201.07 $768,151 - $940,806
4,679 New
4,679 $772,000

Others Institutions Holding IWM

# of Institutions
2,565
Shares Held
297M
Call Options Held
232M
Put Options Held
363M
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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