Bragg Financial Advisors, Inc Ishares Russell 2000 ETF Transaction History

Bragg Financial Advisors, Inc

$2.4 Billion
Q1 2025

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 $1.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

4,922

Previous 4,922 -0.0%

Holding current value

$1.08 Million

Previous $1.09 Million 9.75%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

2,906

Shares Held

315M

Call Options Held

233M

Put Options Held

547M

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 Bragg Financial Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Bragg Financial Advisors, Inc with notifications on news.

Account

Bragg Financial Advisors, Inc Ishares Russell 2000 ETF Transaction History