Monograph Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Monograph Wealth Advisors, LLC

  • $707 Million
  • Q4 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 4,472 shares of IWM stock, worth $974,001. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,472
Previous 4,472 -0.0%
Holding current value
$974,001
Previous $987,000 0.1%
% of portfolio
0.14%
Previous 0.14%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $590,230 - $655,084
3,115 Added 229.55%
4,472 $940,000
Q4 2023

Feb 14, 2024
SELL
$162.21 - $204.82 $12,976 - $16,385
-80 Reduced 5.57%
1,357 $272,000
Q3 2023

Nov 15, 2023
BUY
$174.36 - $198.71 $13,948 - $15,896
80 Added 5.9%
1,437 $253,000
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $226,361 - $255,183
1,357 New
1,357 $236,000
Q2 2022

Aug 10, 2022
BUY
$163.9 - $207.91 $163 - $207
1 Added 0.06%
1,725 $292,000
Q1 2022

May 13, 2022
BUY
$191.52 - $225.32 $191 - $225
1 Added 0.06%
1,724 $354,000
Q4 2021

Feb 10, 2022
BUY
$212.12 - $242.56 $365,482 - $417,930
1,723 New
1,723 $383,000

Others Institutions Holding IWM

# of Institutions
2,930
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
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth 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 Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email