Traverso Chambers Private Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Traverso Chambers Private Wealth Management, LLC

  • $411 Million
  • Q4 2023

A detailed history of Traverso Chambers Private Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Traverso Chambers Private Wealth Management, LLC holds 54,045 shares of IWM stock, worth $11.8 Million. This represents 2.64% of its overall portfolio holdings.

Number of Shares
54,045
Previous 53,117 1.75%
Holding current value
$11.8 Million
Previous $9.39 Million 15.55%
% of portfolio
2.64%
Previous 2.52%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$162.21 - $204.82 $150,530 - $190,072
928 Added 1.75%
54,045 $10.8 Million
Q3 2023

Oct 26, 2023
BUY
$174.36 - $198.71 $123,795 - $141,084
710 Added 1.35%
53,117 $9.39 Million
Q2 2023

Jul 13, 2023
SELL
$170.4 - $187.93 $1.28 Million - $1.41 Million
-7,529 Reduced 12.56%
52,407 $9.81 Million
Q1 2023

Apr 12, 2023
BUY
$170.25 - $198.32 $129,560 - $150,921
761 Added 1.29%
59,936 $10.7 Million
Q4 2022

Jan 27, 2023
SELL
$166.81 - $188.05 $77,399 - $87,255
-464 Reduced 0.78%
59,175 $10.3 Million
Q3 2022

Oct 12, 2022
SELL
$164.17 - $201.07 $21,506 - $26,340
-131 Reduced 0.22%
59,639 $9.84 Million
Q2 2022

Jul 13, 2022
BUY
$163.9 - $207.91 $397,621 - $504,389
2,426 Added 4.23%
59,770 $10.1 Million
Q1 2022

Apr 13, 2022
BUY
$191.52 - $225.32 $324,626 - $381,917
1,695 Added 3.05%
57,344 $11.8 Million
Q4 2021

Jan 19, 2022
BUY
$212.12 - $242.56 $293,149 - $335,217
1,382 Added 2.55%
55,649 $12.4 Million
Q3 2021

Oct 08, 2021
BUY
$211.73 - $231.39 $204,107 - $223,059
964 Added 1.81%
54,267 $11.9 Million
Q2 2021

Aug 12, 2021
BUY
$211.85 - $232.89 $183,250 - $201,449
865 Added 1.65%
53,303 $12.2 Million
Q1 2021

Apr 15, 2021
SELL
$193.5 - $234.42 $72,175 - $87,438
-373 Reduced 0.71%
52,438 $11.6 Million
Q4 2020

Jan 19, 2021
SELL
$152.18 - $199.14 $99,830 - $130,635
-656 Reduced 1.23%
52,811 $10.4 Million
Q3 2020

Oct 20, 2020
SELL
$139.07 - $158.46 $194,141 - $221,210
-1,396 Reduced 2.54%
53,467 $8.01 Million
Q2 2020

Jul 09, 2020
SELL
$104.62 - $153.09 $18,099 - $26,484
-173 Reduced 0.31%
54,863 $7.86 Million
Q1 2020

Apr 10, 2020
BUY
$99.9 - $169.53 $4.64 Million - $7.88 Million
46,481 Added 543.32%
55,036 $6.3 Million
Q4 2019

Jan 09, 2020
BUY
$146.46 - $166.68 $292 - $333
2 Added 0.02%
8,555 $1.42 Million
Q3 2019

Oct 31, 2019
SELL
$144.85 - $157.9 $131,378 - $143,215
-907 Reduced 9.59%
8,553 $1.29 Million
Q2 2019

Jul 17, 2019
BUY
$145.86 - $160.71 $291 - $321
2 Added 0.02%
9,460 $1.47 Million
Q1 2019

Apr 10, 2019
BUY
$132.25 - $158.24 $1,587 - $1,898
12 Added 0.13%
9,458 $1.45 Million
Q4 2018

Feb 12, 2019
BUY
$125.88 - $166.33 $1.19 Million - $1.57 Million
9,446 New
9,446 $1.27 Million

Others Institutions Holding IWM

# of Institutions
2,589
Shares Held
297M
Call Options Held
230M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Traverso Chambers Private Wealth Management, LLC Portfolio

Follow Traverso Chambers Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Traverso Chambers Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traverso Chambers Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email