U.S. Capital Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.03 Billion
  • Q4 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 6,680 shares of IWM stock, worth $1.43 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,680
Previous 2,514 165.71%
Holding current value
$1.43 Million
Previous $555,000 165.95%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Jan 24, 2025
BUY
$216.13 - $242.4 $900,397 - $1.01 Million
4,166 Added 165.71%
6,680 $1.48 Million
Q3 2024

Oct 22, 2024
BUY
$200.87 - $224.6 $72,313 - $80,856
360 Added 16.71%
2,514 $555,000
Q2 2024

Jul 11, 2024
SELL
$192.84 - $209.44 $1,542 - $1,675
-8 Reduced 0.37%
2,154 $437,000
Q1 2024

May 10, 2024
SELL
$189.48 - $210.3 $156,889 - $174,128
-828 Reduced 27.69%
2,162 $454,000
Q4 2023

Feb 06, 2024
SELL
$162.21 - $204.82 $692,636 - $874,581
-4,270 Reduced 58.82%
2,990 $600,000
Q3 2023

Oct 19, 2023
BUY
$174.36 - $198.71 $35,918 - $40,934
206 Added 2.92%
7,260 $1.28 Million
Q2 2023

Aug 04, 2023
BUY
$170.4 - $187.93 $142,284 - $156,921
835 Added 13.43%
7,054 $1.32 Million
Q1 2023

May 11, 2023
BUY
$170.25 - $198.32 $284,998 - $331,987
1,674 Added 36.83%
6,219 $1.11 Million
Q4 2022

Feb 03, 2023
BUY
$166.81 - $188.05 $438,543 - $494,383
2,629 Added 137.21%
4,545 $792,000
Q3 2022

Nov 01, 2022
BUY
$164.17 - $201.07 $26,759 - $32,774
163 Added 9.3%
1,916 $316,000
Q2 2022

Aug 12, 2022
BUY
$163.9 - $207.91 $59,331 - $75,263
362 Added 26.02%
1,753 $297,000
Q1 2022

May 12, 2022
BUY
$191.52 - $225.32 $61,286 - $72,102
320 Added 29.88%
1,391 $286,000
Q4 2021

Jan 21, 2022
BUY
$212.12 - $242.56 $227,180 - $259,781
1,071 New
1,071 $238,000

Others Institutions Holding IWM

# of Institutions
2,938
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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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