Briggs Advisory Group, Inc. Ishares Russell 2000 ETF Transaction History

Briggs Advisory Group, Inc.

$174 Million
Q3 2023

A detailed history of Briggs Advisory Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Briggs Advisory Group, Inc. holds 59,188 shares of IWM stock, worth $14.6 Million. This represents 6.0% of its overall portfolio holdings.

Number of Shares

59,188

Previous 60,928 2.86%

Holding current value

$14.6 Million

Previous $11.4 Million 8.32%

% of portfolio

6.0%

Previous 6.39%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 27, 2023	SELL	$174.36 - $198.71 $303,386 - $345,755	-1,740 Reduced 2.86%	59,188 $10.5 Million
Q2 2023 Jul 24, 2023	SELL	$170.4 - $187.93 $65,774 - $72,540	-386 Reduced 0.63%	60,928 $11.4 Million
Q4 2022 Feb 09, 2023	SELL	$166.81 - $188.05 $46,539 - $52,465	-279 Reduced 0.45%	61,314 $10.7 Million
Q3 2022 Nov 01, 2022	SELL	$164.17 - $201.07 $16,745 - $20,509	-102 Reduced 0.17%	61,593 $10.2 Million
Q2 2022 Jul 22, 2022	SELL	$163.9 - $207.91 $184,715 - $234,314	-1,127 Reduced 1.79%	61,695 $10.4 Million
Q1 2022 Apr 14, 2022	SELL	$191.52 - $225.32 $140,575 - $165,384	-734 Reduced 1.15%	62,822 $12.9 Million
Q4 2021 Jan 27, 2022	BUY	$212.12 - $242.56 $13.5 Million - $15.4 Million	63,556 New	63,556 $14.1 Million

Others Institutions Holding IWM

# of Institutions

2,923

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Briggs Advisory Group, Inc. Ishares Russell 2000 ETF Transaction History