Evernest Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 6,464 shares of IWM stock, worth $1.41 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
6,464
Previous 6,775 4.59%
Holding current value
$1.41 Million
Previous $1.5 Million 4.55%
% of portfolio
0.39%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$216.13 - $242.4 $67,216 - $75,386
-311 Reduced 4.59%
6,464 $1.43 Million
Q3 2024

Oct 21, 2024
BUY
$200.87 - $224.6 $559,222 - $625,286
2,784 Added 69.76%
6,775 $1.5 Million
Q2 2024

Aug 07, 2024
SELL
$192.84 - $209.44 $10,606 - $11,519
-55 Reduced 1.36%
3,991 $809,000
Q1 2024

May 10, 2024
BUY
$189.48 - $210.3 $766,636 - $850,873
4,046 New
4,046 $781 Million

Others Institutions Holding IWM

# of Institutions
2,930
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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