Valley Forge Investment Consultants Inc Adv Ishares Russell 2000 ETF Transaction History

Valley Forge Investment Consultants Inc Adv

  • $290 Million
  • Q4 2024

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 1,405 shares of IWM stock, worth $302,651. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,405
Previous 1,413 0.57%
Holding current value
$302,651
Previous $312,000 0.64%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Feb 12, 2025
SELL
$216.13 - $242.4 $1,729 - $1,939
-8 Reduced 0.57%
1,405 $310,000
Q3 2024

Nov 14, 2024
SELL
$200.87 - $224.6 $602 - $673
-3 Reduced 0.21%
1,413 $312,000
Q2 2024

Aug 09, 2024
SELL
$192.84 - $209.44 $964 - $1,047
-5 Reduced 0.35%
1,416 $287,000
Q1 2024

Apr 30, 2024
SELL
$189.48 - $210.3 $1,136 - $1,261
-6 Reduced 0.42%
1,421 $298,000
Q3 2023

Nov 09, 2023
BUY
$174.36 - $198.71 $49,518 - $56,433
284 Added 24.85%
1,427 $252,000
Q1 2023

May 08, 2023
SELL
$170.25 - $198.32 $238,350 - $277,648
-1,400 Reduced 55.05%
1,143 $203,000
Q2 2022

Aug 03, 2022
SELL
$163.9 - $207.91 $9,670 - $12,266
-59 Reduced 2.27%
2,543 $431,000
Q4 2021

Feb 10, 2022
BUY
$212.12 - $242.56 $254,968 - $291,557
1,202 Added 85.86%
2,602 $579,000
Q3 2021

Nov 05, 2021
SELL
$211.73 - $231.39 $248,782 - $271,883
-1,175 Reduced 45.63%
1,400 $321,000
Q3 2021

Nov 05, 2021
BUY
$211.73 - $231.39 $248,782 - $271,883
1,175 Added 83.93%
2,575 $563,000
Q4 2020

Feb 04, 2021
BUY
$152.18 - $199.14 $213,052 - $278,796
1,400 New
1,400 $274,000

Others Institutions Holding IWM

# of Institutions
2,933
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
Track This Portfolio

Track Valley Forge Investment Consultants Inc Adv Portfolio

Follow Valley Forge Investment Consultants Inc Adv 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 Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email