A detailed history of Klingman & Associates, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 33,352 shares of IWM stock, worth $7.4 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
33,352
Previous 32,543 2.49%
Holding current value
$7.4 Million
Previous $6.84 Million 1.13%
% of portfolio
0.46%
Previous 0.48%

Shares

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

Jul 30, 2024

BUY
$192.84 - $209.44 $156,007 - $169,436
809 Added 2.49%
33,352 $6.77 Million
Q1 2024

May 01, 2024

SELL
$189.48 - $210.3 $26,716 - $29,652
-141 Reduced 0.43%
32,543 $6.84 Million
Q4 2023

Jan 29, 2024

SELL
$162.21 - $204.82 $39,741 - $50,180
-245 Reduced 0.74%
32,684 $6.56 Million
Q3 2023

Oct 30, 2023

SELL
$174.36 - $198.71 $46,728 - $53,254
-268 Reduced 0.81%
32,929 $5.82 Million
Q2 2023

Jul 31, 2023

BUY
$170.4 - $187.93 $40,896 - $45,103
240 Added 0.73%
33,197 $6.22 Million
Q1 2023

May 03, 2023

BUY
$170.25 - $198.32 $340 - $396
2 Added 0.01%
32,957 $5.88 Million
Q4 2022

Feb 03, 2023

BUY
$166.81 - $188.05 $233,033 - $262,705
1,397 Added 4.43%
32,955 $5.75 Million
Q3 2022

Oct 28, 2022

BUY
$164.17 - $201.07 $492 - $603
3 Added 0.01%
31,558 $5.2 Million
Q2 2022

Jul 27, 2022

SELL
$163.9 - $207.91 $9,506 - $12,058
-58 Reduced 0.18%
31,555 $5.34 Million
Q1 2022

May 06, 2022

BUY
$191.52 - $225.32 $191 - $225
1 Added 0.0%
31,613 $6.49 Million
Q4 2021

Jan 31, 2022

BUY
$212.12 - $242.56 $424 - $485
2 Added 0.01%
31,612 $7.03 Million
Q3 2021

Nov 01, 2021

BUY
$211.73 - $231.39 $423 - $462
2 Added 0.01%
31,610 $6.92 Million
Q2 2021

Jul 27, 2021

SELL
$211.85 - $232.89 $4,872 - $5,356
-23 Reduced 0.07%
31,608 $7.25 Million
Q1 2021

Apr 29, 2021

SELL
$193.5 - $234.42 $21,091 - $25,551
-109 Reduced 0.34%
31,631 $6.99 Million
Q4 2020

Feb 09, 2021

BUY
$152.18 - $199.14 $34,544 - $45,204
227 Added 0.72%
31,740 $6.22 Million
Q3 2020

Nov 03, 2020

SELL
$139.07 - $158.46 $4,867 - $5,546
-35 Reduced 0.11%
31,513 $4.72 Million
Q2 2020

Aug 04, 2020

SELL
$104.62 - $153.09 $449,342 - $657,521
-4,295 Reduced 11.98%
31,548 $4.52 Million
Q1 2020

Apr 29, 2020

BUY
$99.9 - $169.53 $3,696 - $6,272
37 Added 0.1%
35,843 $4.1 Million
Q4 2019

Jan 29, 2020

BUY
$146.46 - $166.68 $292 - $333
2 Added 0.01%
35,806 $5.93 Million
Q3 2019

Oct 22, 2019

BUY
$144.85 - $157.9 $289 - $315
2 Added 0.01%
35,804 $5.42 Million
Q2 2019

Sep 27, 2019

BUY
$145.86 - $160.71 $3.37 Million - $3.71 Million
23,082 Added 181.46%
35,802 $5.57 Million
Q2 2019

Jul 24, 2019

SELL
$145.86 - $160.71 $3.37 Million - $3.71 Million
-23,080 Reduced 64.47%
12,720 $1.98 Million
Q1 2019

May 03, 2019

BUY
$132.25 - $158.24 $264 - $316
2 Added 0.01%
35,800 $5.48 Million
Q4 2018

Jan 28, 2019

BUY
$125.88 - $166.33 $62,436 - $82,499
496 Added 1.41%
35,798 $4.79 Million
Q3 2018

Oct 26, 2018

BUY
$164.2 - $173.02 $67,978 - $71,630
414 Added 1.19%
35,302 $5.95 Million
Q2 2018

Aug 02, 2018

SELL
$148.13 - $169.97 $93,025 - $106,741
-628 Reduced 1.77%
34,888 $5.71 Million
Q1 2018

Apr 25, 2018

BUY
$145.44 - $159.96 $290 - $319
2 Added 0.01%
35,516 $5.39 Million
Q4 2017

Feb 02, 2018

SELL
$145.63 - $154.3 $6,698 - $7,097
-46 Reduced 0.13%
35,514 $5.42 Million
Q3 2017

Oct 24, 2017

BUY
$144.61 - $148.18 $5.14 Million - $5.27 Million
35,560
35,560 $5.27 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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