A detailed history of Family Firm, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Family Firm, Inc. holds 7,849 shares of IWM stock, worth $1.74 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,849
Previous 7,818 0.4%
Holding current value
$1.74 Million
Previous $1.59 Million 9.27%
% of portfolio
0.19%
Previous 0.18%

Shares

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

Oct 17, 2024

BUY
$200.87 - $224.6 $6,226 - $6,962
31 Added 0.4%
7,849 $1.73 Million
Q2 2024

Jul 24, 2024

BUY
$192.84 - $209.44 $147,715 - $160,431
766 Added 10.86%
7,818 $1.59 Million
Q1 2024

May 01, 2024

BUY
$189.48 - $210.3 $2,842 - $3,154
15 Added 0.21%
7,052 $1.48 Million
Q4 2023

Feb 05, 2024

SELL
$162.21 - $204.82 $19,465 - $24,578
-120 Reduced 1.68%
7,037 $1.41 Million
Q3 2023

Oct 19, 2023

BUY
$174.36 - $198.71 $175,929 - $200,498
1,009 Added 16.41%
7,157 $1.26 Million
Q2 2023

Aug 08, 2023

BUY
$170.4 - $187.93 $26,582 - $29,317
156 Added 2.6%
6,148 $1.15 Million
Q1 2023

May 01, 2023

BUY
$170.25 - $198.32 $3,745 - $4,363
22 Added 0.37%
5,992 $1.07 Million
Q4 2022

Feb 07, 2023

BUY
$166.81 - $188.05 $9,674 - $10,906
58 Added 0.98%
5,970 $1.04 Million
Q3 2022

Nov 15, 2022

BUY
$164.17 - $201.07 $22,162 - $27,144
135 Added 2.34%
5,912 $975,000
Q2 2022

Dec 01, 2022

BUY
$163.9 - $207.91 $2,622 - $3,326
16 Added 0.27%
5,928 $1 Million
Q1 2022

Nov 30, 2022

SELL
$191.52 - $225.32 $191 - $225
-1 Reduced 0.02%
5,911 $1.21 Million
Q4 2021

Feb 02, 2022

SELL
$212.12 - $242.56 $40,302 - $46,086
-190 Reduced 3.18%
5,777 $1.29 Million
Q3 2021

Oct 22, 2021

SELL
$211.73 - $231.39 $63,307 - $69,185
-299 Reduced 4.77%
5,967 $1.36 Million
Q2 2021

Jul 21, 2021

SELL
$211.85 - $232.89 $9,533 - $10,480
-45 Reduced 0.71%
6,266 $1.44 Million
Q1 2021

May 06, 2021

SELL
$193.5 - $234.42 $167,764 - $203,242
-867 Reduced 12.08%
6,311 $1.39 Million
Q4 2020

Jan 20, 2021

BUY
$152.18 - $199.14 $147,158 - $192,568
967 Added 15.57%
7,178 $1.51 Million
Q3 2020

Nov 04, 2020

SELL
$139.07 - $158.46 $106,110 - $120,904
-763 Reduced 10.94%
6,211 $930,000
Q2 2020

Aug 10, 2020

SELL
$104.62 - $153.09 $9,729 - $14,237
-93 Reduced 1.32%
6,974 $999,000
Q4 2019

Feb 04, 2020

BUY
$146.46 - $166.68 $63,563 - $72,339
434 Added 6.54%
7,067 $1.17 Million
Q3 2019

Nov 12, 2019

BUY
$144.85 - $157.9 $41,137 - $44,843
284 Added 4.47%
6,633 $1 Million
Q2 2019

Aug 06, 2019

BUY
$145.86 - $160.71 $160,154 - $176,459
1,098 Added 20.91%
6,349 $987,000
Q1 2019

May 06, 2019

SELL
$132.25 - $158.24 $18,118 - $21,678
-137 Reduced 2.54%
5,251 $804,000
Q4 2018

Feb 05, 2019

BUY
$125.88 - $166.33 $60,925 - $80,503
484 Added 9.87%
5,388 $721,000
Q3 2018

Oct 31, 2018

SELL
$164.2 - $173.02 $337,759 - $355,902
-2,057 Reduced 29.55%
4,904 $827,000
Q2 2018

Aug 03, 2018

SELL
$148.13 - $169.97 $39,254 - $45,042
-265 Reduced 3.67%
6,961 $1.14 Million
Q1 2018

Apr 26, 2018

BUY
$145.44 - $159.96 $312,259 - $343,434
2,147 Added 42.27%
7,226 $1.1 Million
Q4 2017

Feb 07, 2018

SELL
$145.63 - $154.3 $24,611 - $26,076
-169 Reduced 3.22%
5,079 $774,000
Q3 2017

Nov 07, 2017

SELL
$144.61 - $148.18 $18,510 - $18,967
-128 Reduced 2.38%
5,248 $778,000
Q2 2017

Aug 08, 2017

BUY
N/A
5,376
5,376 $758,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
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