A detailed history of Operose Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Operose Advisors LLC holds 13,608 shares of IWM stock, worth $3.11 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
13,608
Previous 13,682 0.54%
Holding current value
$3.11 Million
Previous $2.78 Million 8.29%
% of portfolio
0.98%
Previous 0.99%

Shares

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

Nov 13, 2024

SELL
$200.87 - $224.6 $14,864 - $16,620
-74 Reduced 0.54%
13,608 $3.01 Million
Q1 2024

May 13, 2024

SELL
$189.48 - $210.3 $2,463 - $2,733
-13 Reduced 0.09%
13,682 $2.88 Million
Q4 2023

Feb 12, 2024

BUY
$162.21 - $204.82 $230,175 - $290,639
1,419 Added 11.56%
13,695 $2.75 Million
Q3 2023

Nov 13, 2023

BUY
$174.36 - $198.71 $2.14 Million - $2.44 Million
12,263 Added 94330.77%
12,276 $2.17 Million
Q2 2023

Aug 08, 2023

SELL
$170.4 - $187.93 $142,284 - $156,921
-835 Reduced 98.47%
13 $2,000
Q1 2023

May 09, 2023

SELL
$170.25 - $198.32 $3,405 - $3,966
-20 Reduced 2.3%
848 $151,000
Q4 2022

Feb 13, 2023

SELL
$166.81 - $188.05 $87,575 - $98,726
-525 Reduced 37.69%
868 $151,000
Q2 2022

Aug 11, 2022

BUY
$163.9 - $207.91 $327 - $415
2 Added 0.14%
1,393 $236,000
Q1 2022

May 12, 2022

BUY
$191.52 - $225.32 $191 - $225
1 Added 0.07%
1,391 $286,000
Q4 2021

Feb 14, 2022

BUY
$212.12 - $242.56 $294,846 - $337,158
1,390 New
1,390 $309,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Operose Advisors LLC Portfolio

Follow Operose Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Operose Advisors LLC with notifications on news.