Jamison Private Wealth Management, Inc. Ishares Russell 2000 ETF Transaction History

Jamison Private Wealth Management, Inc.

  • $789 Billion
  • Q3 2025

A detailed history of Jamison Private Wealth Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 973 shares of IWM stock, worth $231,068. This represents 0.03% of its overall portfolio holdings.

Number of Shares
973
Previous 973 -0.0%
Holding current value
$231,068
Previous $210 Million 12.14%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$174.82 - $215.79 $170,099 - $209,963
973 New
973 $210 Million
Q2 2024

Jul 11, 2024
SELL
$192.84 - $209.44 $4,049 - $4,398
-21 Reduced 2.11%
973 $197 Million
Q1 2024

Apr 26, 2024
BUY
$189.48 - $210.3 $178,300 - $197,892
941 Added 1775.47%
994 $209 Million
Q3 2023

Jan 05, 2024
BUY
$174.36 - $198.71 $9,241 - $10,531
53 New
53 $9.37 Million

Others Institutions Holding IWM

# of Institutions
3,025
Shares Held
284M
Call Options Held
216M
Put Options Held
517M
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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