Three Bridge Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Three Bridge Wealth Advisors, LLC

  • $268 Million
  • Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 14,462 shares of IWM stock, worth $3.26 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares
14,462
Previous 9,137 58.28%
Holding current value
$3.26 Million
Previous $1.85 Million 72.37%
% of portfolio
1.19%
Previous 0.74%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$200.87 - $224.6 $1.07 Million - $1.2 Million
5,325 Added 58.28%
14,462 $3.19 Million
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $1.03 Million - $1.12 Million
5,345 Added 140.95%
9,137 $1.85 Million
Q1 2024

May 14, 2024
BUY
$189.48 - $210.3 $718,508 - $797,457
3,792 New
3,792 $797,000

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

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