Journey Strategic Wealth LLC Ishares Russell 2000 ETF Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 2,013 shares of IWM stock, worth $433,620. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,013
Holding current value
$433,620
% of portfolio
0.02%

Shares

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

Jan 24, 2025
BUY
$216.13 - $242.4 $435,069 - $487,951
2,013 New
2,013 $444,000
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $945,494 - $1.03 Million
-4,903 Reduced 74.49%
1,679 $340,000
Q1 2024

May 13, 2024
SELL
$189.48 - $210.3 $1.55 Million - $1.72 Million
-8,172 Reduced 55.39%
6,582 $1.38 Million
Q4 2023

Feb 09, 2024
SELL
$162.21 - $204.82 $29,360 - $37,072
-181 Reduced 1.21%
14,754 $2.96 Million
Q3 2023

Nov 08, 2023
SELL
$174.36 - $198.71 $1.44 Million - $1.64 Million
-8,275 Reduced 35.65%
14,935 $2.64 Million
Q2 2023

Aug 14, 2023
BUY
$170.4 - $187.93 $1.25 Million - $1.38 Million
7,347 Added 46.32%
23,210 $4.35 Million
Q1 2023

May 11, 2023
SELL
$170.25 - $198.32 $42,903 - $49,976
-252 Reduced 1.56%
15,863 $2.83 Million
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $96,416 - $108,692
578 Added 3.72%
16,115 $2.81 Million
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $32,177 - $39,409
-196 Reduced 1.25%
15,537 $2.56 Million
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $2.58 Million - $3.27 Million
15,733 New
15,733 $2.67 Million
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $2.81 Million - $3.31 Million
-14,698 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $3.12 Million - $3.57 Million
14,698 New
14,698 $3.27 Million

Others Institutions Holding IWM

# of Institutions
2,933
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email