Thrive Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Thrive Wealth Management, LLC

  • $552 Million
  • Q4 2024

A detailed history of Thrive Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Thrive Wealth Management, LLC holds 4,069 shares of IWM stock, worth $921,547. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,069
Previous 3,227 26.09%
Holding current value
$921,547
Previous $712,000 26.26%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Jan 16, 2025
BUY
$216.13 - $242.4 $181,981 - $204,100
842 Added 26.09%
4,069 $899,000
Q3 2024

Oct 04, 2024
SELL
$200.87 - $224.6 $124,740 - $139,476
-621 Reduced 16.14%
3,227 $712,000
Q2 2024

Jul 12, 2024
SELL
$192.84 - $209.44 $26,997 - $29,321
-140 Reduced 3.51%
3,848 $780,000
Q1 2024

Apr 15, 2024
BUY
$189.48 - $210.3 $6,442 - $7,150
34 Added 0.86%
3,988 $838,000
Q4 2023

Jan 09, 2024
BUY
$162.21 - $204.82 $109,329 - $138,048
674 Added 20.55%
3,954 $793,000
Q3 2023

Oct 13, 2023
BUY
$174.36 - $198.71 $4,359 - $4,967
25 Added 0.77%
3,280 $579,000
Q2 2023

Jul 11, 2023
SELL
$170.4 - $187.93 $17,892 - $19,732
-105 Reduced 3.13%
3,255 $609,000
Q1 2023

Apr 07, 2023
SELL
$170.25 - $198.32 $510,920 - $595,158
-3,001 Reduced 47.18%
3,360 $599,000
Q4 2022

Jan 25, 2023
BUY
$166.81 - $188.05 $477,076 - $537,823
2,860 Added 81.69%
6,361 $0
Q3 2022

Oct 24, 2022
SELL
$164.17 - $201.07 $18,715 - $22,921
-114 Reduced 3.15%
3,501 $577,000
Q2 2022

Jul 11, 2022
SELL
$163.9 - $207.91 $22,454 - $28,483
-137 Reduced 3.65%
3,615 $612,000
Q1 2022

May 02, 2022
BUY
$191.52 - $225.32 $92,695 - $109,054
484 Added 14.81%
3,752 $770,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $693,208 - $792,686
3,268 New
3,268 $727,000

Others Institutions Holding IWM

# of Institutions
2,761
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
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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