INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC IWM Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's iShares Russell 2000 ETF Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 65,995.00 shares of iShares Russell 2000 ETF(IWM), totaling $13.39 Mil. This investment constitutes 2.05% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds -% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 9 purchases of IWM, at an average price of $178.47, for a total of 181,586.00 shares. In addition, there have been 16 sales at an average price of $192.41 for 115,591.00 shares. Based on historical transaction data and IWM's current price of $220.31, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his IWM holdings is $4.37 Mil, reflecting a 13.49% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC IWM ($220.31) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC IWM ($220.31) 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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