Venturi Wealth Management, LLC's ownership history for IWM

Venturi Wealth Management, LLC currently holds 109.6K shares with a market value of $26.5M. It started holding IWM on 2024-09-30. At its peak, it held 109.6K shares on 2025-09-30. Its highest holding value was $26.5M on 2025-09-30. At its lowest, it held 10.9K shares on 2025-03-31, with a value of $2.2M on 2025-03-31. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 98.7K.

It has also owned 20 contracts of calls, with the market value of the underlying securities totaling $441.8K on 2024-09-30. At its peak, it held 20 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $441.8K on 2024-09-30. At its lowest, it held 20 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $441.8K on 2024-09-30.