Halpern Financial, Inc. Ishares Russell 2000 ETF Transaction History

Halpern Financial, Inc.

  • $389 Billion
  • Q3 2024

A detailed history of Halpern Financial, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Halpern Financial, Inc. holds 6,570 shares of IWM stock, worth $1.58 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,570
Previous 6,570 -0.0%
Holding current value
$1.58 Million
Previous $1.33 Billion 7.25%
% of portfolio
0.37%
Previous 0.37%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024
SELL
$192.84 - $209.44 $4,821 - $5,236
-25 Reduced 0.38%
6,570 $1.33 Billion
Q1 2024

Apr 09, 2024
SELL
$189.48 - $210.3 $16,484 - $18,296
-87 Reduced 1.3%
6,595 $1.36 Billion
Q4 2023

Jan 19, 2024
SELL
$162.21 - $204.82 $144,042 - $181,880
-888 Reduced 11.73%
6,682 $1.3 Billion
Q2 2023

Sep 21, 2023
SELL
$170.4 - $187.93 $340,800 - $375,860
-2,000 Reduced 20.9%
7,570 $1.42 Billion
Q1 2023

Sep 21, 2023
SELL
$170.25 - $198.32 $245,500 - $285,977
-1,442 Reduced 13.09%
9,570 $1.71 Billion
Q2 2022

Sep 21, 2023
SELL
$163.9 - $207.91 $161,933 - $205,415
-988 Reduced 8.23%
11,012 $1.86 Billion
Q1 2022

Sep 21, 2023
BUY
$191.52 - $225.32 $2.3 Million - $2.7 Million
12,000 New
12,000 $2.46 Billion
Q2 2020

Sep 21, 2023
SELL
$104.62 - $153.09 $36,093 - $52,816
-345 Closed
0 $0
Q1 2020

Sep 21, 2023
SELL
$99.9 - $169.53 $9,490 - $16,105
-95 Reduced 21.59%
345 $39.5 Million
Q4 2019

Sep 21, 2023
BUY
$146.46 - $166.68 $64,442 - $73,339
440 New
440 $72.9 Million

Others Institutions Holding IWM

# of Institutions
2,662
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Halpern Financial, Inc. Portfolio

Follow Halpern Financial, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Halpern Financial, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email