A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 67,838 shares of IWM stock, worth $15.1 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
67,838
Previous 67,709 0.19%
Holding current value
$15.1 Million
Previous $13.7 Million 9.08%
% of portfolio
0.64%
Previous 0.66%

Shares

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

Oct 24, 2024

BUY
$200.87 - $224.6 $25,912 - $28,973
129 Added 0.19%
67,838 $15 Million
Q2 2024

Aug 08, 2024

SELL
$192.84 - $209.44 $414,991 - $450,714
-2,152 Reduced 3.08%
67,709 $13.7 Million
Q1 2024

Apr 30, 2024

SELL
$189.48 - $210.3 $461,762 - $512,501
-2,437 Reduced 3.37%
69,861 $14.7 Million
Q4 2023

Jan 31, 2024

BUY
$162.21 - $204.82 $4.49 Million - $5.67 Million
27,680 Added 62.04%
72,298 $14.5 Million
Q3 2023

Oct 24, 2023

BUY
$174.36 - $198.71 $24,584 - $28,018
141 Added 0.32%
44,618 $7.89 Million
Q2 2023

Jul 27, 2023

SELL
$170.4 - $187.93 $2.06 Million - $2.27 Million
-12,064 Reduced 21.34%
44,477 $8.33 Million
Q1 2023

May 03, 2023

SELL
$170.25 - $198.32 $608,303 - $708,597
-3,573 Reduced 5.94%
56,541 $10.1 Million
Q4 2022

Feb 14, 2023

BUY
$166.81 - $188.05 $310,600 - $350,149
1,862 Added 3.2%
60,114 $10.5 Million
Q3 2022

Oct 31, 2022

BUY
$164.17 - $201.07 $994,870 - $1.22 Million
6,060 Added 11.61%
58,252 $9.61 Million
Q2 2022

Jul 27, 2022

BUY
$163.9 - $207.91 $824,253 - $1.05 Million
5,029 Added 10.66%
52,192 $8.84 Million
Q1 2022

Jun 10, 2022

SELL
$191.52 - $225.32 $1.16 Billion - $1.36 Billion
-6,040,006 Reduced 99.23%
47,163 $9.68 Million
Q1 2022

May 16, 2022

BUY
$191.52 - $225.32 $1.16 Billion - $1.36 Billion
6,038,691 Added 12456.56%
6,087,169 $3.64 Million
Q4 2021

Jan 25, 2022

BUY
$212.12 - $242.56 $10.3 Million - $11.8 Million
48,478 New
48,478 $10.8 Million
Q3 2021

Oct 26, 2021

SELL
$211.73 - $231.39 $9.54 Million - $10.4 Million
-45,068 Closed
0 $0
Q2 2021

Aug 06, 2021

BUY
$211.85 - $232.89 $84,951 - $93,388
401 Added 0.9%
45,068 $10.3 Million
Q1 2021

Apr 28, 2021

BUY
$193.5 - $234.42 $191,758 - $232,310
991 Added 2.27%
44,667 $9.87 Million
Q4 2020

Feb 12, 2021

BUY
$152.18 - $199.14 $2.79 Million - $3.65 Million
18,313 Added 72.2%
43,676 $8.56 Million
Q3 2020

Nov 05, 2020

SELL
$139.07 - $158.46 $2.68 Million - $3.06 Million
-19,303 Reduced 43.22%
25,363 $3.8 Million
Q2 2020

Aug 07, 2020

BUY
$104.62 - $153.09 $4.09 Million - $5.98 Million
39,077 Added 699.18%
44,666 $6.4 Million
Q1 2020

May 07, 2020

SELL
$99.9 - $169.53 $4.13 Million - $7.01 Million
-41,376 Reduced 88.1%
5,589 $640,000
Q4 2019

Jan 23, 2020

BUY
$146.46 - $166.68 $6.88 Million - $7.83 Million
46,965 New
46,965 $7.78 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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