American Institute For Advanced Investment Management, LLP IWM Holdings History
American Institute for Advanced Investment Management, LLP's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, American Institute for Advanced Investment Managem held 11,694.00 shares of iShares Russell 2000 ETF(IWM), totaling $2.33 Mil. This investment constitutes 1.78% of their stock portfolio, and American Institute for Advanced Investment Managem now holds 0% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2019Q4. And since then American Institute for Advanced Investment Management, LLP has made 9 purchases of IWM, at an average price of $174.91, for a total of 23,454.00 shares. In addition, there have been 12 sales at an average price of $187.04 for 11,760.00 shares. Based on historical transaction data and IWM's current price of $223.55, American Institute for Advanced Investment Management, LLP's estimated gain on his IWM holdings is $711,316.53, reflecting a 17.34% gain to date.
American Institute for Advanced Investment Management, LLP IWM ($223.55) Holding Chart
American Institute for Advanced Investment Management, LLP IWM ($223.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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