Beese Fulmer Investment Management, Inc. Ishares Russell 2000 ETF Transaction History

Beese Fulmer Investment Management, Inc.

$1.14 Billion
Q3 2024

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 2,490 shares of IWM stock, worth $593,765. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,490

Previous 2,415 3.11%

Holding current value

$593,765

Previous $489,000 12.47%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$200.87 - $224.6 $15,065 - $16,845	75 Added 3.11%	2,490 $550,000
Q2 2024 Jul 03, 2024	SELL	$192.84 - $209.44 $1,157 - $1,256	-6 Reduced 0.25%	2,415 $489,000
Q1 2024 Apr 08, 2024	SELL	$189.48 - $210.3 $2,463 - $2,733	-13 Reduced 0.53%	2,421 $509,000
Q4 2023 Jan 09, 2024	BUY	$162.21 - $204.82 $2,108 - $2,662	13 Added 0.54%	2,434 $488,000
Q3 2023 Oct 10, 2023	SELL	$174.36 - $198.71 $1,394 - $1,589	-8 Reduced 0.33%	2,421 $427,000
Q2 2023 Jul 11, 2023	SELL	$170.4 - $187.93 $1,022 - $1,127	-6 Reduced 0.25%	2,429 $454,000
Q4 2022 Jan 17, 2023	BUY	$166.81 - $188.05 $96,916 - $109,257	581 Added 31.34%	2,435 $0
Q3 2022 Oct 06, 2022	SELL	$164.17 - $201.07 $70,757 - $86,661	-431 Reduced 18.86%	1,854 $306,000
Q2 2022 Jul 11, 2022	BUY	$163.9 - $207.91 $70,640 - $89,609	431 Added 23.25%	2,285 $387,000
Q1 2022 Apr 12, 2022	BUY	$191.52 - $225.32 $8,043 - $9,463	42 Added 2.32%	1,854 $381,000
Q4 2021 Jan 10, 2022	BUY	$212.12 - $242.56 $125,150 - $143,110	590 Added 48.28%	1,812 $403,000
Q3 2021 Oct 08, 2021	BUY	$211.73 - $231.39 $258,734 - $282,758	1,222 New	1,222 $267,000
Q3 2020 Oct 08, 2020	SELL	$139.07 - $158.46 $22,946 - $26,145	-165 Closed	0 $0
Q2 2020 Jul 17, 2020	BUY	$104.62 - $153.09 $17,262 - $25,259	165 New	165 $24,000

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
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Beese Fulmer Investment Management, Inc. Ishares Russell 2000 ETF Transaction History