A detailed history of Lgt Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 2,883 shares of IWM stock, worth $639,478. This represents 1.23% of its overall portfolio holdings.

Number of Shares
2,883
Previous 3,440 16.19%
Holding current value
$639,478
Previous $723 Million 19.14%
% of portfolio
1.23%
Previous 0.84%

Shares

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

Aug 05, 2024

SELL
$192.84 - $209.44 $107,411 - $116,658
-557 Reduced 16.19%
2,883 $585 Million
Q1 2024

May 02, 2024

SELL
$189.48 - $210.3 $189 - $210
-1 Reduced 0.03%
3,440 $723 Million
Q4 2023

Feb 12, 2024

BUY
$162.21 - $204.82 $3,893 - $4,915
24 Added 0.7%
3,441 $691 Million
Q2 2023

Aug 14, 2023

BUY
$170.4 - $187.93 $582,256 - $642,156
3,417 New
3,417 $640 Million
Q4 2022

Feb 14, 2023

BUY
$166.81 - $188.05 $566,987 - $639,181
3,399 New
3,399 $593 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors 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 Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.