Evernest Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Evernest Financial Advisors, LLC

  • $362 Million
  • Q3 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 6,775 shares of IWM stock, worth $1.5 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
6,775
Previous 3,991 69.76%
Holding current value
$1.5 Million
Previous $809,000 84.92%
% of portfolio
0.41%
Previous 0.37%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $559,222 - $625,286
2,784 Added 69.76%
6,775 $1.5 Million
Q2 2024

Aug 07, 2024
SELL
$192.84 - $209.44 $10,606 - $11,519
-55 Reduced 1.36%
3,991 $809,000
Q1 2024

May 10, 2024
BUY
$189.48 - $210.3 $766,636 - $850,873
4,046 New
4,046 $781 Million

Others Institutions Holding IWM

# of Institutions
2,663
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
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