Perissos Private Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Perissos Private Wealth Management, LLC

  • $134 Billion
  • Q4 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 14,313 shares of IWM stock, worth $3.09 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares
14,313
Previous 14,701 2.64%
Holding current value
$3.09 Million
Previous $3.25 Billion 2.61%
% of portfolio
2.36%
Previous 2.61%

Shares

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

Jan 29, 2025
SELL
$216.13 - $242.4 $83,858 - $94,051
-388 Reduced 2.64%
14,313 $3.16 Billion
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $2.02 Million - $2.26 Million
10,081 Added 218.2%
14,701 $3.25 Billion
Q2 2024

Aug 09, 2024
BUY
$192.84 - $209.44 $890,920 - $967,612
4,620 New
4,620 $937 Million

Others Institutions Holding IWM

# of Institutions
2,935
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
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, 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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email