Investmark Advisory Group LLC Ishares Russell 2000 ETF Transaction History

Investmark Advisory Group LLC

  • $202 Million
  • Q3 2024

A detailed history of Investmark Advisory Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 1,471 shares of IWM stock, worth $328,606. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,471
Previous 1,470 0.07%
Holding current value
$328,606
Previous $298,000 8.72%
% of portfolio
0.16%
Previous 0.16%

Shares

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

Nov 14, 2024
BUY
$200.87 - $224.6 $200 - $224
1 Added 0.07%
1,471 $324,000
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $6,749 - $7,330
35 Added 2.44%
1,470 $298,000
Q1 2024

May 17, 2024
BUY
$189.48 - $210.3 $189 - $210
1 Added 0.07%
1,435 $301,000
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $232,609 - $293,711
1,434 New
1,434 $287,000
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $2,955 - $3,619
-18 Reduced 1.4%
1,267 $208,000
Q2 2022

Jul 15, 2022
BUY
$163.9 - $207.91 $49,170 - $62,373
300 Added 30.46%
1,285 $217,000
Q4 2021

May 03, 2022
BUY
$212.12 - $242.56 $208,938 - $238,921
985 New
985 $219,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
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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