York Bridge Wealth Partners, LLC Ishares Russell 2000 ETF Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 2,227 shares of IWM stock, worth $503,235. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,227
Previous 2,227 -0.0%
Holding current value
$503,235
Previous $367,000 5.72%
% of portfolio
0.1%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

Apr 15, 2022
BUY
$191.52 - $225.32 $28,728 - $33,798
150 Added 7.22%
2,227 $457,000
Q4 2021

Jan 19, 2022
SELL
$212.12 - $242.56 $212 - $242
-1 Reduced 0.05%
2,077 $462,000
Q3 2021

Oct 22, 2021
BUY
$211.73 - $231.39 $16,726 - $18,279
79 Added 3.95%
2,078 $454,000
Q1 2021

Apr 15, 2021
SELL
$193.5 - $234.42 $3,870 - $4,688
-20 Reduced 0.99%
1,999 $442,000
Q4 2020

Jan 19, 2021
BUY
$152.18 - $199.14 $19,935 - $26,087
131 Added 6.94%
2,019 $396,000
Q3 2020

Oct 19, 2020
SELL
$139.07 - $158.46 $2,781 - $3,169
-20 Reduced 1.05%
1,888 $283,000
Q1 2020

Apr 16, 2020
SELL
$99.9 - $169.53 $121,278 - $205,809
-1,214 Reduced 38.89%
1,908 $218,000
Q4 2019

Jan 17, 2020
SELL
$146.46 - $166.68 $55,654 - $63,338
-380 Reduced 10.85%
3,122 $517,000
Q3 2019

Oct 21, 2019
BUY
$144.85 - $157.9 $161,218 - $175,742
1,113 Added 46.59%
3,502 $530,000
Q2 2019

Jul 18, 2019
BUY
$145.86 - $160.71 $58,198 - $64,123
399 Added 20.05%
2,389 $371,000
Q1 2019

May 09, 2019
SELL
$132.25 - $158.24 $12,960 - $15,507
-98 Reduced 4.69%
1,990 $305,000
Q4 2017

Feb 12, 2018
BUY
$145.63 - $154.3 $91,746 - $97,209
630 Added 43.21%
2,088 $309,000
Q2 2017

Aug 14, 2017
BUY
N/A
1,458
1,458 $207,000

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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