Heritage Family Offices, LLP Ishares Russell 2000 ETF Transaction History

Heritage Family Offices, LLP

  • $194 Billion
  • Q3 2024

A detailed history of Heritage Family Offices, LLP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 10,067 shares of IWM stock, worth $2.23 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
10,067
Previous 10,837 7.11%
Holding current value
$2.23 Million
Previous $2.2 Billion 1.14%
% of portfolio
1.15%
Previous 1.22%

Shares

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

Oct 16, 2024
SELL
$200.87 - $224.6 $154,669 - $172,942
-770 Reduced 7.11%
10,067 $2.22 Billion
Q2 2024

Aug 01, 2024
BUY
$192.84 - $209.44 $2.09 Million - $2.27 Million
10,837 New
10,837 $2.2 Billion

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
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email