MAI Capital Management's ownership history for IWM


MAI Capital Management currently holds 508.8K shares with a market value of $126.2M. It started holding IWM on 2024-09-30. At its peak, it held 508.8K shares on 2026-03-31. Its highest holding value was $126.2M on 2026-03-31. At its lowest, it held 442.2K shares on 2024-09-30, with a value of $88.5M on 2025-03-31. In the recent 180 days, MAI Capital Management has increased its shares by 24.8K. In the recent year, MAI Capital Management has increased its shares by 65.2K.

It has also owned 5 contracts of calls, with the market value of the underlying securities totaling $124.0K on 2024-12-31. At its peak, it held 5 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $124.0K on 2026-03-31. At its lowest, it held 5 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $99.7K on 2025-03-31. In the recent 180 days, MAI Capital Management has increased its holdings by 0 contracts. In the recent year, MAI Capital Management has increased its holdings by 0 contracts.


MAI Capital Management's ownership history for IWM
MAI Capital Management's ownership history for IWM Call Options