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

Beese Fulmer Investment Management, Inc.

  • $1.08 Billion
  • Q2 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 2,415 shares of IWM stock, worth $491,138. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,415
Previous 2,421 0.25%
Holding current value
$491,138
Previous $509,000 3.93%
% of portfolio
0.05%
Previous 0.05%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$170.53 - $188.05 $99,077 - $109,257
581 Added 31.34%
2,435 $0
Q3 2022

Oct 06, 2022
SELL
$167.31 - $201.07 $72,110 - $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
2,586
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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