New England Capital Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

New England Capital Financial Advisors LLC

$193 Billion
Q3 2024

A detailed history of New England Capital Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, New England Capital Financial Advisors LLC holds 452 shares of IWM stock, worth $103,367. This represents 0.05% of its overall portfolio holdings.

Number of Shares

452

Previous 450 0.44%

Holding current value

$103,367

Previous $91.3 Million 9.24%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	BUY	$200.87 - $224.6 $401 - $449	2 Added 0.44%	452 $99.8 Million
Q2 2024 Jul 29, 2024	BUY	$192.84 - $209.44 $192 - $209	1 Added 0.22%	450 $91.3 Million
Q1 2024 May 02, 2024	BUY	$189.48 - $210.3 $189 - $210	1 Added 0.22%	449 $94.4 Million
Q4 2023 Feb 01, 2024	BUY	$162.21 - $204.82 $648 - $819	4 Added 0.9%	448 $89.9 Million
Q2 2023 Aug 02, 2023	BUY	$170.4 - $187.93 $170 - $187	1 Added 0.23%	444 $83.1 Million
Q1 2023 May 04, 2023	BUY	$170.25 - $198.32 $340 - $396	2 Added 0.45%	443 $79 Million
Q4 2022 Feb 03, 2023	BUY	$166.81 - $188.05 $73,563 - $82,930	441 New	441 $81.6 Million

Others Institutions Holding IWM

# of Institutions

2,730

Shares Held

307M

Call Options Held

232M

Put Options Held

525M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New England Capital Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Capital Financial Advisors LLC with notifications on news.

Account

New England Capital Financial Advisors LLC Ishares Russell 2000 ETF Transaction History