Kathleen S. Wright Associates Inc. Ishares Russell 2000 ETF Transaction History

Kathleen S. Wright Associates Inc.

  • $256 Million
  • Q3 2025

A detailed history of Kathleen S. Wright Associates Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 131 shares of IWM stock, worth $31,109. This represents 0.01% of its overall portfolio holdings.

Number of Shares
131
Previous 131 -0.0%
Holding current value
$31,109
Previous $28,000 10.71%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$192.84 - $209.44 $192 - $209
1 Added 0.77%
131 $26,000
Q4 2023

Jan 31, 2024
BUY
$162.21 - $204.82 $162 - $204
1 Added 0.78%
130 $26,000
Q1 2023

Apr 21, 2023
SELL
$170.25 - $198.32 $20,089 - $23,401
-118 Reduced 47.77%
129 $23,000
Q4 2022

Feb 01, 2023
BUY
$166.81 - $188.05 $20,017 - $22,566
120 Added 94.49%
247 $43,000
Q2 2022

Jul 15, 2022
SELL
$163.9 - $207.91 $163 - $207
-1 Reduced 0.78%
127 $22,000
Q1 2022

Apr 29, 2022
BUY
$191.52 - $225.32 $191 - $225
1 Added 0.79%
128 $26,000
Q4 2021

Feb 02, 2022
BUY
$212.12 - $242.56 $26,939 - $30,805
127 New
127 $28,000

Others Institutions Holding IWM

# of Institutions
3,029
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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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