Strata Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Strata Wealth Advisors, LLC

  • $319 Billion
  • Q4 2024

A detailed history of Strata Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Strata Wealth Advisors, LLC holds 1,642 shares of IWM stock, worth $352,389. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,642
Previous 1,242 32.21%
Holding current value
$352,389
Previous $274 Million 32.26%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Jan 31, 2025
BUY
$216.13 - $242.4 $86,452 - $96,960
400 Added 32.21%
1,642 $363 Million
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $5,021 - $5,615
25 Added 2.05%
1,242 $274 Million
Q2 2024

Aug 14, 2024
SELL
$192.84 - $209.44 $68,072 - $73,932
-353 Reduced 22.48%
1,217 $247 Million
Q1 2024

Apr 17, 2024
BUY
$189.48 - $210.3 $31,453 - $34,909
166 Added 11.82%
1,570 $330 Million
Q3 2023

Oct 26, 2023
BUY
$174.36 - $198.71 $20,574 - $23,447
118 Added 9.18%
1,404 $248 Million
Q1 2023

May 10, 2023
BUY
$170.25 - $198.32 $218,941 - $255,039
1,286 New
1,286 $229 Million

Others Institutions Holding IWM

# of Institutions
2,938
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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