A detailed history of Bragg Financial Advisors, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bragg Financial Advisors, Inc holds 4,922 shares of IWM stock, worth $1.09 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,922
Previous 4,290 14.73%
Holding current value
$1.09 Million
Previous $870,000 24.94%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$200.87 - $224.6 $126,949 - $141,947
632 Added 14.73%
4,922 $1.09 Million
Q2 2024

Aug 15, 2024

SELL
$192.84 - $209.44 $51,295 - $55,711
-266 Reduced 5.84%
4,290 $870,000
Q1 2024

May 14, 2024

SELL
$189.48 - $210.3 $8,716 - $9,673
-46 Reduced 1.0%
4,556 $958,000
Q4 2023

Feb 14, 2024

BUY
$162.21 - $204.82 $8,110 - $10,241
50 Added 1.1%
4,602 $923,000
Q3 2023

Nov 14, 2023

SELL
$174.36 - $198.71 $12,902 - $14,704
-74 Reduced 1.6%
4,552 $804,000
Q2 2023

Aug 15, 2023

SELL
$170.4 - $187.93 $6,304 - $6,953
-37 Reduced 0.79%
4,626 $866,000
Q1 2023

May 15, 2023

SELL
$170.25 - $198.32 $65,035 - $75,758
-382 Reduced 7.57%
4,663 $831,000
Q4 2022

Feb 14, 2023

SELL
$166.81 - $188.05 $29,024 - $32,720
-174 Reduced 3.33%
5,045 $879,000
Q2 2022

Aug 15, 2022

BUY
$163.9 - $207.91 $110,304 - $139,923
673 Added 14.8%
5,219 $884,000
Q1 2022

May 11, 2022

BUY
$191.52 - $225.32 $78,140 - $91,930
408 Added 9.86%
4,546 $933,000
Q3 2021

Nov 15, 2021

SELL
$211.73 - $231.39 $3,175 - $3,470
-15 Reduced 0.36%
4,138 $905,000
Q2 2021

Aug 16, 2021

SELL
$211.85 - $232.89 $146,600 - $161,159
-692 Reduced 14.28%
4,153 $953,000
Q1 2021

May 14, 2021

BUY
$193.5 - $234.42 $232,006 - $281,069
1,199 Added 32.89%
4,845 $1.07 Million
Q4 2020

Feb 11, 2021

SELL
$152.18 - $199.14 $15,978 - $20,909
-105 Reduced 2.8%
3,646 $715,000
Q3 2020

Nov 13, 2020

SELL
$139.07 - $158.46 $14,463 - $16,479
-104 Reduced 2.7%
3,751 $562,000
Q2 2020

Aug 14, 2020

SELL
$104.62 - $153.09 $1,987 - $2,908
-19 Reduced 0.49%
3,855 $552,000
Q1 2020

May 15, 2020

SELL
$99.9 - $169.53 $36,463 - $61,878
-365 Reduced 8.61%
3,874 $443,000
Q4 2019

Feb 14, 2020

BUY
$146.46 - $166.68 $2,050 - $2,333
14 Added 0.33%
4,239 $702,000
Q3 2019

Nov 14, 2019

BUY
$144.85 - $157.9 $193,374 - $210,796
1,335 Added 46.19%
4,225 $639,000
Q1 2019

May 13, 2019

SELL
$132.25 - $158.24 $127,092 - $152,068
-961 Reduced 24.95%
2,890 $442,000
Q3 2018

Nov 14, 2018

SELL
$164.2 - $173.02 $4,926 - $5,190
-30 Reduced 0.77%
3,851 $649,000
Q2 2018

Aug 14, 2018

BUY
$148.13 - $169.97 $84,434 - $96,882
570 Added 17.22%
3,881 $636,000
Q3 2017

Nov 14, 2017

BUY
$144.61 - $148.18 $478,803 - $490,623
3,311
3,311 $491,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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