Viewpoint Capital Management LLC Ishares Russell 2000 ETF Transaction History

Viewpoint Capital Management LLC

$188 Million
Q4 2024

A detailed history of Viewpoint Capital Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Viewpoint Capital Management LLC holds 8,157 shares of IWM stock, worth $1.84 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

8,157

Previous 6,122 33.24%

Holding current value

$1.84 Million

Previous $1.35 Million 33.28%

% of portfolio

0.96%

Previous 0.76%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$216.13 - $242.4 $439,824 - $493,284	2,035 Added 33.24%	8,157 $1.8 Million
Q3 2024 Oct 23, 2024	BUY	$200.87 - $224.6 $532,305 - $595,190	2,650 Added 76.32%	6,122 $1.35 Million
Q1 2024 Apr 16, 2024	BUY	$189.48 - $210.3 $120,319 - $133,540	635 Added 22.38%	3,472 $730,000
Q4 2023 Jan 29, 2024	BUY	$162.21 - $204.82 $53,853 - $68,000	332 Added 13.25%	2,837 $569,000
Q3 2023 Oct 26, 2023	BUY	$174.36 - $198.71 $26,154 - $29,806	150 Added 6.37%	2,505 $442,000
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $350,172 - $386,196	2,055 Added 685.0%	2,355 $441,000
Q4 2022 Feb 13, 2023	BUY	$166.81 - $188.05 $50,043 - $56,415	300 New	300 $52,000

Others Institutions Holding IWM

# of Institutions

2,827

Shares Held

307M

Call Options Held

230M

Put Options Held

527M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Viewpoint Capital Management LLC Ishares Russell 2000 ETF Transaction History