Strategies Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Strategies Wealth Advisors, LLC

$748 Billion
Q3 2024

A detailed history of Strategies Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 3,895 shares of IWM stock, worth $879,023. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,895

Previous 1,856 109.86%

Holding current value

$879,023

Previous $377 Million 128.4%

% of portfolio

0.12%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$200.87 - $224.6 $409,573 - $457,959	2,039 Added 109.86%	3,895 $860 Million
Q2 2024 Jul 29, 2024	BUY	$192.84 - $209.44 $93,913 - $101,997	487 Added 35.57%	1,856 $377 Million
Q1 2024 Apr 22, 2024	BUY	$189.48 - $210.3 $26,527 - $29,442	140 Added 11.39%	1,369 $288 Million
Q4 2023 Jan 22, 2024	SELL	$162.21 - $204.82 $31,793 - $40,144	-196 Reduced 13.75%	1,229 $247 Million
Q3 2023 Oct 10, 2023	BUY	$174.36 - $198.71 $17,436 - $19,871	100 Added 7.55%	1,425 $252 Million
Q2 2023 Jul 12, 2023	BUY	$170.4 - $187.93 $170 - $187	1 Added 0.08%	1,325 $248 Million
Q1 2023 Jun 27, 2023	SELL	$170.25 - $198.32 $4,767 - $5,552	-28 Reduced 2.07%	1,324 $236 Million
Q4 2022 Jun 27, 2023	BUY	$166.81 - $188.05 $225,527 - $254,243	1,352 New	1,352 $236 Million

Others Institutions Holding IWM

# of Institutions

2,664

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Strategies Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History