Rockbridge Investment Management, Lcc Ishares Russell 2000 ETF Transaction History

Rockbridge Investment Management, Lcc

  • $780 Billion
  • Q4 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 4,063 shares of IWM stock, worth $876,307. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,063
Previous 3,408 19.22%
Holding current value
$876,307
Previous $753 Million 19.26%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Feb 12, 2025
BUY
$216.13 - $242.4 $141,565 - $158,772
655 Added 19.22%
4,063 $898 Million
Q3 2024

Nov 01, 2024
BUY
$200.87 - $224.6 $246,065 - $275,135
1,225 Added 56.12%
3,408 $753 Million
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $96,420 - $104,720
500 Added 29.71%
2,183 $443 Million
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $1,894 - $2,103
10 Added 0.6%
1,683 $354 Million
Q4 2023

Feb 14, 2024
SELL
$162.21 - $204.82 $309,010 - $390,182
-1,905 Reduced 53.24%
1,673 $336 Million
Q3 2023

May 28, 2024
BUY
$174.36 - $198.71 $6,102 - $6,954
35 Added 2.16%
1,658 $293,000
Q2 2023

May 28, 2024
BUY
$170.4 - $187.93 $9,372 - $10,336
55 Added 3.51%
1,623 $303,000
Q1 2023

May 28, 2024
SELL
$170.25 - $198.32 $1,702 - $1,983
-10 Reduced 0.63%
1,568 $279,000
Q3 2022

May 28, 2024
BUY
$164.17 - $201.07 $1,641 - $2,010
10 Added 0.64%
1,578 $264,000
Q2 2022

May 28, 2024
SELL
$163.9 - $207.91 $329,602 - $418,107
-2,011 Reduced 56.19%
1,568 $265,000
Q1 2022

May 28, 2024
BUY
$191.52 - $225.32 $363,121 - $427,206
1,896 Added 112.66%
3,579 $734,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $80,181 - $91,687
378 Added 11.81%
3,578 $796,000
Q3 2021

Nov 12, 2021
SELL
$211.73 - $231.39 $635 - $694
-3 Reduced 0.09%
3,200 $700,000
Q2 2021

Aug 05, 2021
BUY
$211.85 - $232.89 $262,905 - $289,016
1,241 Added 63.25%
3,203 $735,000
Q1 2021

May 20, 2021
SELL
$193.5 - $234.42 $92,106 - $111,583
-476 Reduced 19.52%
1,962 $433,000
Q4 2020

Mar 04, 2021
BUY
$152.18 - $199.14 $30,588 - $40,027
201 Added 8.99%
2,438 $478,000
Q3 2020

Nov 03, 2020
BUY
$139.07 - $158.46 $50,760 - $57,837
365 Added 19.5%
2,237 $335,000
Q2 2020

Aug 20, 2020
BUY
$104.62 - $153.09 $195,848 - $286,584
1,872 New
1,872 $268,000

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
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