A detailed history of Zullo Investment Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Zullo Investment Group, Inc. holds 1,848 shares of IWM stock, worth $412,824. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,848
Previous 1,946 5.04%
Holding current value
$412,824
Previous $394,000 3.55%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Oct 15, 2024

SELL
$200.87 - $224.6 $19,685 - $22,010
-98 Reduced 5.04%
1,848 $408,000
Q2 2024

Aug 13, 2024

BUY
$192.84 - $209.44 $771 - $837
4 Added 0.21%
1,946 $394,000
Q1 2024

Apr 24, 2024

BUY
$189.48 - $210.3 $129,793 - $144,055
685 Added 54.49%
1,942 $408,000
Q4 2023

Jan 19, 2024

SELL
$162.21 - $204.82 $1,622 - $2,048
-10 Reduced 0.79%
1,257 $252,000
Q3 2023

Oct 19, 2023

SELL
$174.36 - $198.71 $697 - $794
-4 Reduced 0.31%
1,267 $223,000
Q2 2023

Jul 19, 2023

SELL
$170.4 - $187.93 $6,816 - $7,517
-40 Reduced 3.05%
1,271 $238,000
Q1 2023

Apr 25, 2023

BUY
$170.25 - $198.32 $3,915 - $4,561
23 Added 1.79%
1,311 $233,000
Q4 2022

Feb 14, 2023

SELL
$166.81 - $188.05 $7,840 - $8,838
-47 Reduced 3.52%
1,288 $224,000
Q3 2022

Nov 08, 2022

SELL
$164.17 - $201.07 $7,880 - $9,651
-48 Reduced 3.47%
1,335 $220,000
Q2 2022

Aug 11, 2022

SELL
$163.9 - $207.91 $57,365 - $72,768
-350 Reduced 20.2%
1,383 $234,000
Q1 2022

May 16, 2022

BUY
$191.52 - $225.32 $13,023 - $15,321
68 Added 4.08%
1,733 $356,000
Q4 2021

Feb 16, 2022

BUY
$212.12 - $242.56 $353,179 - $403,862
1,665 New
1,665 $370,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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