Octavia Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Octavia Wealth Advisors, LLC

  • $822 Million
  • Q4 2024

A detailed history of Octavia Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 2,235 shares of IWM stock, worth $486,783. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,235
Previous 2,235 -0.0%
Holding current value
$486,783
Previous $493,000 -0.0%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$192.84 - $209.44 $3,663 - $3,979
-19 Reduced 0.84%
2,235 $453,000
Q1 2024

Apr 15, 2024
SELL
$189.48 - $210.3 $15,158 - $16,824
-80 Reduced 3.43%
2,254 $474,000
Q4 2023

Jan 30, 2024
SELL
$162.21 - $204.82 $48,987 - $61,855
-302 Reduced 11.46%
2,334 $468,000
Q3 2023

Oct 30, 2023
SELL
$174.36 - $198.71 $1,046 - $1,192
-6 Reduced 0.23%
2,636 $465,000
Q2 2023

Jul 18, 2023
BUY
$170.4 - $187.93 $2,896 - $3,194
17 Added 0.65%
2,642 $494,000
Q4 2022

Jan 19, 2023
SELL
$166.81 - $188.05 $44,871 - $50,585
-269 Reduced 9.3%
2,625 $0
Q3 2022

Oct 17, 2022
BUY
$164.17 - $201.07 $18,879 - $23,123
115 Added 4.14%
2,894 $477,000
Q2 2022

Jul 18, 2022
BUY
$163.9 - $207.91 $34,582 - $43,869
211 Added 8.22%
2,779 $470,000
Q1 2022

Apr 20, 2022
BUY
$191.52 - $225.32 $25,472 - $29,967
133 Added 5.46%
2,568 $527,000
Q4 2021

Jan 28, 2022
SELL
$212.12 - $242.56 $23,969 - $27,409
-113 Reduced 4.43%
2,435 $542,000
Q3 2021

Nov 12, 2021
SELL
$211.73 - $231.39 $3,387 - $3,702
-16 Reduced 0.62%
2,548 $559,000
Q2 2021

Jul 26, 2021
SELL
$211.85 - $232.89 $34,955 - $38,426
-165 Reduced 6.05%
2,564 $588,000
Q1 2021

May 10, 2021
SELL
$193.5 - $234.42 $77,980 - $94,471
-403 Reduced 12.87%
2,729 $603,000
Q4 2020

Feb 12, 2021
BUY
$152.18 - $199.14 $476,627 - $623,706
3,132 New
3,132 $614,000

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
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