Waypoint Wealth Counsel Ishares Russell 2000 ETF Transaction History

Waypoint Wealth Counsel

  • $153 Billion
  • Q4 2024

A detailed history of Waypoint Wealth Counsel transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Waypoint Wealth Counsel holds 23,050 shares of IWM stock, worth $4.3 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
23,050
Previous 19,729 16.83%
Holding current value
$4.3 Million
Previous $4.36 Billion 16.87%
% of portfolio
3.32%
Previous 2.93%

Shares

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

Jan 22, 2025
BUY
$216.13 - $242.4 $717,767 - $805,010
3,321 Added 16.83%
23,050 $5.09 Billion
Q3 2024

Oct 04, 2024
BUY
$200.87 - $224.6 $67,291 - $75,241
335 Added 1.73%
19,729 $4.36 Billion
Q2 2024

Jul 19, 2024
SELL
$192.84 - $209.44 $12,727 - $13,823
-66 Reduced 0.34%
19,394 $3.93 Billion
Q1 2024

Apr 12, 2024
BUY
$189.48 - $210.3 $264,893 - $293,999
1,398 Added 7.74%
19,460 $4.09 Billion
Q4 2023

Apr 03, 2024
BUY
$162.21 - $204.82 $245,099 - $309,483
1,511 Added 9.13%
18,062 $3.63 Billion
Q3 2023

Apr 03, 2024
SELL
$174.36 - $198.71 $162,329 - $184,999
-931 Reduced 5.33%
16,551 $2.93 Billion
Q2 2023

Apr 02, 2024
BUY
$170.4 - $187.93 $160,346 - $176,842
941 Added 5.69%
17,482 $3.27 Billion
Q1 2023

Apr 04, 2024
SELL
$170.25 - $198.32 $129,900 - $151,318
-763 Reduced 4.22%
17,299 $3.09 Billion
Q4 2022

Mar 22, 2024
BUY
$166.81 - $188.05 $2.76 Million - $3.11 Million
16,541 New
16,541 $2.88 Billion

Others Institutions Holding IWM

# of Institutions
2,936
Shares Held
301M
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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