Joel Isaacson & Co., LLC Ishares Russell 2000 ETF Transaction History

Joel Isaacson & Co., LLC

$2.18 Billion
Q4 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 15,354 shares of IWM stock, worth $3.47 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,354

Previous 15,230 0.81%

Holding current value

$3.47 Million

Previous $3.36 Million 0.83%

% of portfolio

0.16%

Previous 0.16%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$216.13 - $242.4 $26,800 - $30,057	124 Added 0.81%	15,354 $3.39 Million
Q3 2024 Oct 23, 2024	BUY	$200.87 - $224.6 $101,841 - $113,872	507 Added 3.44%	15,230 $3.36 Million
Q2 2024 Jul 23, 2024	BUY	$192.84 - $209.44 $91,213 - $99,065	473 Added 3.32%	14,723 $2.99 Million
Q1 2024 Apr 29, 2024	BUY	$189.48 - $210.3 $177,542 - $197,051	937 Added 7.04%	14,250 $3 Million
Q4 2023 Jan 24, 2024	BUY	$162.21 - $204.82 $223,038 - $281,627	1,375 Added 11.52%	13,313 $2.67 Million
Q3 2023 Oct 23, 2023	BUY	$174.36 - $198.71 $53,877 - $61,401	309 Added 2.66%	11,938 $2.11 Million
Q2 2023 Jul 26, 2023	BUY	$170.4 - $187.93 $30,501 - $33,639	179 Added 1.56%	11,629 $2.18 Million
Q1 2023 Apr 24, 2023	SELL	$170.25 - $198.32 $8,853 - $10,312	-52 Reduced 0.45%	11,450 $2.04 Million
Q4 2022 Jan 27, 2023	BUY	$166.81 - $188.05 $749,143 - $844,532	4,491 Added 64.06%	11,502 $0
Q3 2022 Oct 13, 2022	BUY	$164.17 - $201.07 $410,260 - $502,473	2,499 Added 55.39%	7,011 $1.16 Million
Q2 2022 Jul 15, 2022	BUY	$163.9 - $207.91 $352,548 - $447,214	2,151 Added 91.11%	4,512 $764,000
Q1 2022 Apr 21, 2022	BUY	$191.52 - $225.32 $574 - $675	3 Added 0.13%	2,361 $467,000
Q4 2021 Jan 19, 2022	BUY	$212.12 - $242.56 $2,333 - $2,668	11 Added 0.47%	2,358 $525,000
Q3 2021 Oct 21, 2021	SELL	$211.73 - $231.39 $13,550 - $14,808	-64 Reduced 2.65%	2,347 $513,000
Q2 2021 Jul 20, 2021	BUY	$211.85 - $232.89 $308,453 - $339,087	1,456 Added 152.46%	2,411 $553,000
Q1 2021 Apr 23, 2021	BUY	$193.5 - $234.42 $184,792 - $223,871	955 New	955 $211,000

Others Institutions Holding IWM

# of Institutions

2,816

Shares Held

312M

Call Options Held

232M

Put Options Held

520M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.

Account

Joel Isaacson & Co., LLC Ishares Russell 2000 ETF Transaction History