Wealth Trust Asset Management, LLC Ishares Russell 2000 ETF Transaction History

Wealth Trust Asset Management, LLC

  • $132 Million
  • Q3 2024

A detailed history of Wealth Trust Asset Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Trust Asset Management, LLC holds 11,342 shares of IWM stock, worth $2.53 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
11,342
Previous 5,111 121.91%
Holding current value
$2.53 Million
Previous $1.04 Million 141.8%
% of portfolio
1.89%
Previous 0.77%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $1.25 Million - $1.4 Million
6,231 Added 121.91%
11,342 $2.51 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $985,605 - $1.07 Million
5,111 New
5,111 $1.04 Million

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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 Wealth Trust Asset Management, LLC Portfolio

Follow Wealth Trust Asset 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 Wealth Trust Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Trust Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email