DUMONT & BLAKE INVESTMENT ADVISORS LLC IWM Holdings History
DUMONT & BLAKE INVESTMENT ADVISORS LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, DUMONT & BLAKE INVESTMENT ADVISORS LLC held 32,140.00 shares of iShares Russell 2000 ETF(IWM), totaling $6.41 Mil. This investment constitutes 1.88% of their stock portfolio, and DUMONT & BLAKE INVESTMENT ADVISORS LLC now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2013Q4. And since then DUMONT & BLAKE INVESTMENT ADVISORS LLC has made 21 purchases of IWM, at an average price of $165.09, for a total of 71,813.00 shares. In addition, there have been 16 sales at an average price of $204.97 for 39,673.00 shares. Based on historical transaction data and IWM's current price of $222.33, DUMONT & BLAKE INVESTMENT ADVISORS LLC's estimated gain on his IWM holdings is $3.42 Mil, reflecting a 28.86% gain to date.
DUMONT & BLAKE INVESTMENT ADVISORS LLC IWM ($222.33) Holding Chart
DUMONT & BLAKE INVESTMENT ADVISORS LLC IWM ($222.33) 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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