Northern Financial Advisors Inc Ishares Russell 2000 ETF Transaction History

Northern Financial Advisors Inc

$132 Billion
Q3 2024

A detailed history of Northern Financial Advisors Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Northern Financial Advisors Inc holds 1,093 shares of IWM stock, worth $260,636. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,093

Previous 1,103 0.91%

Holding current value

$260,636

Previous $224 Million 7.91%

% of portfolio

0.18%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$200.87 - $224.6 $2,008 - $2,246	-10 Reduced 0.91%	1,093 $241 Million
Q2 2024 Aug 02, 2024	BUY	$192.84 - $209.44 $385 - $418	2 Added 0.18%	1,103 $224 Million
Q1 2024 Apr 29, 2024	SELL	$189.48 - $210.3 $28,232 - $31,334	-149 Reduced 11.92%	1,101 $232 Million
Q4 2023 Feb 06, 2024	SELL	$162.21 - $204.82 $77,698 - $98,108	-479 Reduced 27.7%	1,250 $251 Million
Q2 2023 Jul 21, 2023	BUY	$170.4 - $187.93 $340 - $375	2 Added 0.12%	1,729 $324 Million
Q1 2023 Apr 26, 2023	BUY	$170.25 - $198.32 $340 - $396	2 Added 0.12%	1,727 $308 Million
Q4 2022 Jan 27, 2023	BUY	$166.81 - $188.05 $287,747 - $324,386	1,725 New	1,725 $301 Million

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Financial Advisors Inc with notifications on news.

Account

Northern Financial Advisors Inc Ishares Russell 2000 ETF Transaction History