Shared Vision Wealth Group LLC Ishares Russell 2000 ETF Transaction History

Shared Vision Wealth Group LLC

  • $190 Billion
  • Q4 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 3,185 shares of IWM stock, worth $686,940. This represents 0.37% of its overall portfolio holdings.

Number of Shares
3,185
Previous 3,185 -0.0%
Holding current value
$686,940
Previous $704 Million 0.03%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Jul 23, 2024
BUY
$192.84 - $209.44 $50,524 - $54,873
262 Added 8.96%
3,185 $646 Million
Q4 2023

Feb 07, 2024
BUY
$162.21 - $204.82 $474,139 - $598,688
2,923 New
2,923 $587 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 Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group 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 Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email