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 $1.55 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

6,570

Previous 6,570 -0.0%

Holding current value

$1.55 Million

Previous $1.33 Billion 7.25%

% of portfolio

0.37%

Previous 0.37%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,598

Shares Held

297M

Call Options Held

230M

Put Options Held

366M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Halpern Financial, Inc. Ishares Russell 2000 ETF Transaction History