Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Financial Advisors, LLC

$520 Million
Q4 2024

A detailed history of Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial Advisors, LLC holds 7,341 shares of IWM stock, worth $1.5 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

7,341

Previous 7,341 -0.0%

Holding current value

$1.5 Million

Previous $1.62 Million 0.06%

% of portfolio

0.31%

Previous 0.31%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$200.87 - $224.6 $7,432 - $8,310	37 Added 0.51%	7,341 $1.62 Million
Q2 2024 Jul 15, 2024	SELL	$192.84 - $209.44 $4,821 - $5,236	-25 Reduced 0.34%	7,304 $1.48 Million
Q1 2024 May 03, 2024	BUY	$189.48 - $210.3 $28,800 - $31,965	152 Added 2.12%	7,329 $1.54 Million
Q4 2023 Feb 05, 2024	SELL	$162.21 - $204.82 $2.41 Million - $3.04 Million	-14,861 Reduced 67.43%	7,177 $1.44 Million
Q3 2023 Oct 10, 2023	SELL	$174.36 - $198.71 $5,405 - $6,160	-31 Reduced 0.14%	22,038 $3.89 Million
Q2 2023 Aug 01, 2023	BUY	$170.4 - $187.93 $18,403 - $20,296	108 Added 0.49%	22,069 $4.13 Million
Q1 2023 May 04, 2023	SELL	$170.25 - $198.32 $63,503 - $73,973	-373 Reduced 1.67%	21,961 $3.92 Million
Q4 2022 Feb 14, 2023	BUY	$166.81 - $188.05 $406,849 - $458,653	2,439 Added 12.26%	22,334 $3.89 Million
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $34,639 - $42,425	-211 Reduced 1.05%	19,895 $3.33 Million
Q2 2022 Aug 12, 2022	SELL	$163.9 - $207.91 $36,549 - $46,363	-223 Reduced 1.1%	20,106 $3.41 Million
Q1 2022 May 12, 2022	SELL	$191.52 - $225.32 $1,723 - $2,027	-9 Reduced 0.04%	20,329 $4.17 Million
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $1,060 - $1,212	5 Added 0.02%	20,338 $4.52 Million
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $7,198 - $7,867	-34 Reduced 0.17%	20,333 $4.45 Million
Q2 2021 Aug 13, 2021	BUY	$211.85 - $232.89 $86,646 - $95,252	409 Added 2.05%	20,367 $4.67 Million
Q1 2021 Apr 16, 2021	SELL	$193.5 - $234.42 $45,472 - $55,088	-235 Reduced 1.16%	19,958 $4.41 Million
Q4 2020 Feb 12, 2021	SELL	$152.18 - $199.14 $43,827 - $57,352	-288 Reduced 1.41%	20,193 $3.96 Million
Q3 2020 Nov 13, 2020	SELL	$139.07 - $158.46 $23,502 - $26,779	-169 Reduced 0.82%	20,481 $3.07 Million
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $942,416 - $1.38 Million	-9,008 Reduced 30.37%	20,650 $2.96 Million
Q1 2020 May 15, 2020	SELL	$99.9 - $169.53 $624,774 - $1.06 Million	-6,254 Reduced 17.41%	29,658 $3.4 Million
Q4 2019 Feb 13, 2020	SELL	$146.46 - $166.68 $24,751 - $28,168	-169 Reduced 0.47%	35,912 $5.95 Million
Q3 2019 Nov 05, 2019	SELL	$144.85 - $157.9 $3.54 Million - $3.86 Million	-24,453 Reduced 40.4%	36,081 $5.46 Million
Q2 2019 Jul 31, 2019	SELL	$145.86 - $160.71 $458,292 - $504,950	-3,142 Reduced 4.93%	60,534 $9.41 Million
Q1 2019 May 15, 2019	SELL	$132.25 - $158.24 $263,838 - $315,688	-1,995 Reduced 3.04%	63,676 $9.75 Million
Q4 2018 Feb 14, 2019	BUY	$125.88 - $166.33 $8.27 Million - $10.9 Million	65,671 New	65,671 $8.79 Million

Others Institutions Holding IWM

# of Institutions

2,948

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

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 Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisors, LLC with notifications on news.

Account

Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History