Moulton Wealth Management, Inc Ishares Russell 2000 ETF Transaction History

Moulton Wealth Management, Inc

  • $129 Million
  • Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 3,945 shares of IWM stock, worth $891,570. This represents 0.68% of its overall portfolio holdings.

Number of Shares
3,945
Previous 2,538 55.44%
Holding current value
$891,570
Previous $560,000 55.54%
% of portfolio
0.68%
Previous 0.47%

Shares

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

Jan 16, 2025
BUY
$216.13 - $242.4 $304,094 - $341,056
1,407 Added 55.44%
3,945 $871,000
Q3 2024

Oct 17, 2024
BUY
$200.87 - $224.6 $509,808 - $570,034
2,538 New
2,538 $560,000
Q2 2021

Jul 20, 2021
SELL
$211.85 - $232.89 $957,562 - $1.05 Million
-4,520 Closed
0 $0
Q1 2021

Apr 08, 2021
BUY
$193.5 - $234.42 $874,620 - $1.06 Million
4,520 New
4,520 $1.01 Million

Others Institutions Holding IWM

# of Institutions
2,827
Shares Held
307M
Call Options Held
230M
Put Options Held
527M
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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