Modern Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Modern Wealth Management, LLC

  • $2.86 Trillion
  • Q4 2024

A detailed history of Modern Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Modern Wealth Management, LLC holds 26,780 shares of IWM stock, worth $5.75 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
26,780
Previous 3,957 576.78%
Holding current value
$5.75 Million
Previous $874 Million 595.61%
% of portfolio
0.21%
Previous 0.05%

Shares

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

Feb 11, 2025
BUY
$216.13 - $242.4 $4.93 Million - $5.53 Million
22,823 Added 576.78%
26,780 $6.08 Billion
Q3 2024

Nov 05, 2024
BUY
$200.87 - $224.6 $52,627 - $58,845
262 Added 7.09%
3,957 $874 Million
Q2 2024

Aug 07, 2024
BUY
$192.84 - $209.44 $103,169 - $112,050
535 Added 16.93%
3,695 $750 Million
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $598,756 - $664,548
3,160 New
3,160 $646 Million

Others Institutions Holding IWM

# of Institutions
2,938
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
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