Surevest, LLC Ishares Russell 2000 ETF Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Surevest, LLC holds 1,817 shares of IWM stock, worth $393,980. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,817
Previous 821 121.32%
Holding current value
$393,980
Previous $139,000 115.83%
% of portfolio
0.08%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $163,513 - $200,265
996 Added 121.32%
1,817 $300,000
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $106,043 - $134,517
647 Added 371.84%
821 $139,000
Q1 2022

May 16, 2022
SELL
$191.52 - $225.32 $34,473 - $40,557
-180 Reduced 50.85%
174 $36,000
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $75,090 - $85,866
354 New
354 $79,000
Q1 2019

Apr 09, 2019
SELL
$132.25 - $158.24 $273,625 - $327,398
-2,069 Closed
0 $0
Q4 2018

Feb 20, 2019
BUY
$125.88 - $166.33 $260,445 - $344,136
2,069 New
2,069 $277,000

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

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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