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

Beese Fulmer Investment Management, Inc.

$1.14 Billion
Q4 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 2,488 shares of IWM stock, worth $498,719. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,488

Previous 2,490 0.08%

Holding current value

$498,719

Previous $550,000 0.18%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$216.13 - $242.4 $432 - $484	-2 Reduced 0.08%	2,488 $549,000
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

2,952

Shares Held

300M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.

Account

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