Burney CO Ishares Russell 2000 ETF Transaction History

Burney CO

$2.66 Billion
Q3 2025

A detailed history of Burney CO transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Burney CO holds 1,307 shares of IWM stock, worth $310,386. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,307

Previous 1,332 1.88%

Holding current value

$310,386

Previous $287,000 10.1%

% of portfolio

0.01%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	SELL	$214.92 - $244.84 $5,373 - $6,121	-25 Reduced 1.88%	1,307 $316,000
Q1 2025 May 06, 2025	SELL	$198.1 - $229.79 $93,107 - $108,001	-470 Reduced 26.08%	1,332 $265,000
Q4 2024 Jan 14, 2025	SELL	$216.13 - $242.4 $406,324 - $455,712	-1,880 Reduced 51.06%	1,802 $398,000
Q3 2024 Oct 18, 2024	SELL	$200.87 - $224.6 $75,727 - $84,674	-377 Reduced 9.29%	3,682 $813,000
Q2 2024 Jul 29, 2024	SELL	$192.84 - $209.44 $3,085 - $3,351	-16 Reduced 0.39%	4,059 $823,000

Q1 2024 May 22, 2024	BUY	$189.48 - $210.3 $34,295 - $38,064	181 Added 4.65%	4,075 $856,000
Q4 2023 Feb 12, 2024	BUY	$162.21 - $204.82 $195,949 - $247,422	1,208 Added 44.97%	3,894 $781,000
Q3 2023 Nov 08, 2023	BUY	$174.36 - $198.71 $2,266 - $2,583	13 Added 0.49%	2,686 $474,000
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $10,564 - $11,651	62 Added 2.37%	2,673 $500,000
Q1 2023 May 10, 2023	BUY	$170.25 - $198.32 $1,532 - $1,784	9 Added 0.35%	2,611 $465,000
Q4 2022 Feb 06, 2023	SELL	$166.81 - $188.05 $83,405 - $94,025	-500 Reduced 16.12%	2,602 $453,000
Q3 2022 Nov 15, 2022	SELL	$164.17 - $201.07 $4,760 - $5,831	-29 Reduced 0.93%	3,102 $512,000
Q2 2022 Aug 12, 2022	BUY	$163.9 - $207.91 $10,489 - $13,306	64 Added 2.09%	3,131 $530,000
Q1 2022 May 09, 2022	SELL	$191.52 - $225.32 $383 - $450	-2 Reduced 0.07%	3,067 $629,000
Q4 2021 Feb 11, 2022	SELL	$212.12 - $242.56 $3,181 - $3,638	-15 Reduced 0.49%	3,069 $683,000
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $36,629 - $40,030	-173 Reduced 5.31%	3,084 $675,000
Q2 2021 Aug 06, 2021	SELL	$211.85 - $232.89 $103,806 - $114,116	-490 Reduced 13.08%	3,257 $747,000
Q1 2021 May 13, 2021	BUY	$193.5 - $234.42 $324,306 - $392,887	1,676 Added 80.93%	3,747 $828,000
Q4 2020 Feb 11, 2021	SELL	$152.18 - $199.14 $400,233 - $523,738	-2,630 Reduced 55.95%	2,071 $406,000
Q3 2020 Dec 14, 2020	SELL	$139.07 - $158.46 $2.12 Million - $2.41 Million	-15,240 Reduced 76.43%	4,701 $704,000
Q2 2020 Aug 13, 2020	SELL	$104.62 - $153.09 $2.08 Million - $3.05 Million	-19,927 Reduced 49.98%	19,941 $2.86 Million
Q1 2020 May 13, 2020	BUY	$99.9 - $169.53 $3.69 Million - $6.27 Million	36,961 Added 1271.45%	39,868 $4.56 Million
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $425,759 - $484,538	2,907 New	2,907 $481,000
Q4 2018 Feb 12, 2019	SELL	$125.88 - $166.33 $182,148 - $240,679	-1,447 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$164.2 - $173.02 $237,597 - $250,359	1,447 New	1,447 $244,000

Others Institutions Holding IWM

# of Institutions

3,025

Shares Held

284M

Call Options Held

216M

Put Options Held

517M

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 Burney CO, based on Form 13F filings with the SEC.

News

Stay updated on Burney CO with notifications on news.

Account