Williams Jones Wealth Management, LLC.'s ownership history for IWM

Williams Jones Wealth Management, LLC. currently holds 24.0K shares with a market value of $5.9M. It started holding IWM on 2024-12-31. At its peak, it held 24.0K shares on 2026-03-31. Its highest holding value was $5.9M on 2026-03-31. At its lowest, it held 21.3K shares on 2025-06-30, with a value of $4.5M on 2025-03-31. In the recent 180 days, Williams Jones Wealth Management, LLC. has increased its shares by 600. In the recent year, Williams Jones Wealth Management, LLC. has increased its shares by 1.2K.