Westshore Wealth, LLC Ishares Russell 2000 ETF Transaction History

Westshore Wealth, LLC

  • $241 Million
  • Q3 2024

A detailed history of Westshore Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Westshore Wealth, LLC holds 60,793 shares of IWM stock, worth $13.1 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares
60,793
Previous 59,395 2.35%
Holding current value
$13.1 Million
Previous $12.1 Million 11.44%
% of portfolio
5.58%
Previous 5.02%

Shares

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

Nov 12, 2024
BUY
$200.87 - $224.6 $280,816 - $313,990
1,398 Added 2.35%
60,793 $13.4 Million
Q2 2024

Oct 31, 2024
BUY
$192.84 - $209.44 $415,377 - $451,133
2,154 Added 3.76%
59,395 $12.1 Million
Q1 2024

Oct 31, 2024
BUY
$189.48 - $210.3 $745,224 - $827,109
3,933 Added 7.38%
57,241 $12 Million
Q4 2023

Feb 15, 2024
BUY
$162.21 - $204.82 $637,971 - $805,557
3,933 Added 7.97%
53,308 $10.7 Million
Q3 2023

Feb 15, 2024
BUY
$174.36 - $198.71 $762,650 - $869,157
4,374 Added 9.72%
49,375 $8.73 Million
Q2 2023

Sep 05, 2023
BUY
$170.4 - $187.93 $139,216 - $153,538
817 Added 1.85%
45,001 $8.43 Million
Q1 2023

May 12, 2023
BUY
$170.25 - $198.32 $1.25 Million - $1.46 Million
7,367 Added 20.01%
44,184 $7.88 Million
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $676,914 - $763,106
-4,058 Reduced 9.93%
36,817 $6.42 Million
Q3 2022

Nov 02, 2022
BUY
$164.17 - $201.07 $460,661 - $564,202
2,806 Added 7.37%
40,875 $6.74 Million
Q2 2022

Jul 15, 2022
BUY
$163.9 - $207.91 $379,100 - $480,895
2,313 Added 6.47%
38,069 $6.45 Million
Q1 2022

May 10, 2022
BUY
$191.52 - $225.32 $652,700 - $767,890
3,408 Added 10.54%
35,756 $7.34 Million
Q4 2021

Feb 17, 2022
BUY
$212.12 - $242.56 $614,511 - $702,696
2,897 Added 9.84%
32,348 $7.2 Million
Q3 2021

Nov 16, 2021
SELL
$211.73 - $231.39 $763,074 - $833,929
-3,604 Reduced 10.9%
29,451 $6.44 Million
Q2 2021

Aug 19, 2021
BUY
$211.85 - $232.89 $899,303 - $988,618
4,245 Added 14.73%
33,055 $7.58 Million
Q1 2021

May 14, 2021
BUY
$193.5 - $234.42 $4.37 Million - $5.29 Million
22,583 Added 362.66%
28,810 $6.37 Million
Q4 2019

Mar 30, 2020
BUY
$146.46 - $166.68 $912,006 - $1.04 Million
6,227 New
6,227 $1.03 Million

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
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