A detailed history of Brendel Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 3,473 shares of IWM stock, worth $799,901. This represents 0.43% of its overall portfolio holdings.

Number of Shares
3,473
Previous 3,602 3.58%
Holding current value
$799,901
Previous $731,000 4.92%
% of portfolio
0.43%
Previous 0.46%

Shares

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

Oct 09, 2024

SELL
$200.87 - $224.6 $25,912 - $28,973
-129 Reduced 3.58%
3,473 $767,000
Q2 2024

Jul 15, 2024

BUY
$192.84 - $209.44 $694,609 - $754,402
3,602 New
3,602 $731,000
Q4 2023

Feb 01, 2024

BUY
$162.21 - $204.82 $628,725 - $793,882
3,876 New
3,876 $778,000
Q3 2021

Oct 26, 2021

SELL
$211.73 - $231.39 $35,994 - $39,336
-170 Closed
0 $0
Q2 2021

Jul 21, 2021

BUY
$211.85 - $232.89 $36,014 - $39,591
170 New
170 $39,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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