Smallwood Wealth Investment Management, LLC Ishares Russell 2000 ETF Transaction History

Smallwood Wealth Investment Management, LLC

$137 Million
Q3 2024

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 1,686 shares of IWM stock, worth $365,575. This represents 0.27% of its overall portfolio holdings.

Number of Shares

1,686

Previous 3,042 44.58%

Holding current value

$365,575

Previous $617,000 39.71%

% of portfolio

0.27%

Previous 0.49%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$200.87 - $224.6 $272,379 - $304,557	-1,356 Reduced 44.58%	1,686 $372,000
Q1 2024 Apr 24, 2024	SELL	$189.48 - $210.3 $11,937 - $13,248	-63 Reduced 2.03%	3,042 $639,000
Q4 2023 Jan 23, 2024	SELL	$162.21 - $204.82 $4,704 - $5,939	-29 Reduced 0.93%	3,105 $623,000
Q3 2023 Oct 31, 2023	BUY	$174.36 - $198.71 $1,046 - $1,192	6 Added 0.19%	3,134 $553,000
Q1 2023 Apr 25, 2023	BUY	$170.25 - $198.32 $510 - $594	3 Added 0.1%	3,128 $558,000
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $24,354 - $27,455	-146 Reduced 4.46%	3,125 $544,000
Q1 2022 Apr 21, 2022	BUY	$191.52 - $225.32 $383 - $450	2 Added 0.06%	3,271 $671,000
Q4 2021 Apr 05, 2022	BUY	$212.12 - $242.56 $693,420 - $792,928	3,269 New	3,269 $727,000

Others Institutions Holding IWM

# of Institutions

2,669

Shares Held

305M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Smallwood Wealth Investment Management, LLC Ishares Russell 2000 ETF Transaction History