Modern Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Modern Wealth Management, LLC

  • $1.65 Trillion
  • Q3 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 3,957 shares of IWM stock, worth $893,015. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,957
Previous 3,695 7.09%
Holding current value
$893,015
Previous $750 Million 16.57%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,664
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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