Integris Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Integris Wealth Management, LLC

  • $355 Billion
  • Q4 2024

A detailed history of Integris Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Integris Wealth Management, LLC holds 2,890 shares of IWM stock, worth $655,307. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,890
Previous 2,100 37.62%
Holding current value
$655,307
Previous $464 Million 37.66%
% of portfolio
0.18%
Previous 0.13%

Shares

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

Jan 23, 2025
BUY
$216.13 - $242.4 $170,742 - $191,496
790 Added 37.62%
2,890 $639 Million
Q3 2023

Nov 08, 2023
SELL
$174.36 - $198.71 $2,266 - $2,583
-13 Reduced 0.62%
2,100 $371 Million
Q2 2023

Jul 13, 2023
BUY
$170.4 - $187.93 $2,215 - $2,443
13 Added 0.62%
2,113 $396 Million
Q4 2022

Feb 07, 2023
BUY
$166.81 - $188.05 $350,301 - $394,905
2,100 New
2,100 $366 Million

Others Institutions Holding IWM

# of Institutions
2,749
Shares Held
307M
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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