New Wave Wealth Advisors LLC Ishares Russell 2000 ETF Transaction History

New Wave Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of New Wave Wealth Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 9,016 shares of IWM stock, worth $2 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares
9,016
Previous 4,749 89.85%
Holding current value
$2 Million
Previous $964 Million 106.69%
% of portfolio
0.92%
Previous 0.52%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$200.87 - $224.6 $857,112 - $958,368
4,267 Added 89.85%
9,016 $1.99 Billion
Q2 2024

Aug 27, 2024
BUY
$192.84 - $209.44 $915,797 - $994,630
4,749 New
4,749 $964 Million

Others Institutions Holding IWM

# of Institutions
2,565
Shares Held
297M
Call Options Held
232M
Put Options Held
363M
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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