New Edge Wealth, LLC Ishares Russell 2000 ETF Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 21,862 shares of IWM stock, worth $4.93 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
21,862
Previous 15,192 43.9%
Holding current value
$4.93 Million
Previous $3.36 Million 43.96%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Feb 04, 2025
BUY
$216.13 - $242.4 $1.44 Million - $1.62 Million
6,670 Added 43.9%
21,862 $4.83 Million
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $710,075 - $793,961
-3,535 Reduced 18.88%
15,192 $3.36 Million
Q2 2024

Aug 01, 2024
BUY
$192.84 - $209.44 $239,314 - $259,915
1,241 Added 7.1%
18,727 $3.8 Million
Q1 2024

May 06, 2024
SELL
$189.48 - $210.3 $1.17 Million - $1.29 Million
-6,149 Reduced 26.02%
17,486 $3.68 Million
Q4 2023

Jan 29, 2024
BUY
$162.21 - $204.82 $703,991 - $888,918
4,340 Added 22.49%
23,635 $4.74 Million
Q3 2023

Nov 08, 2023
BUY
$174.36 - $198.71 $477,920 - $544,664
2,741 Added 16.56%
19,295 $3.41 Million
Q2 2023

Aug 09, 2023
BUY
$170.4 - $187.93 $1.84 Million - $2.02 Million
10,774 Added 186.4%
16,554 $3.1 Million
Q1 2023

May 08, 2023
SELL
$170.25 - $198.32 $1.24 Million - $1.45 Million
-7,303 Reduced 55.82%
5,780 $1.03 Million
Q4 2022

Feb 14, 2023
BUY
$166.81 - $188.05 $1.61 Million - $1.82 Million
9,655 Added 281.65%
13,083 $2.28 Million
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $88,651 - $108,577
540 Added 18.7%
3,428 $565,000
Q2 2022

Aug 09, 2022
SELL
$163.9 - $207.91 $23,929 - $30,354
-146 Reduced 4.81%
2,888 $489,000
Q1 2022

May 10, 2022
BUY
$191.52 - $225.32 $145,746 - $171,468
761 Added 33.48%
3,034 $623,000
Q4 2021

Jan 31, 2022
BUY
$212.12 - $242.56 $482,148 - $551,338
2,273 New
2,273 $506,000

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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