Financial Advocates Investment Management Ishares Russell 2000 ETF Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial Advocates Investment Management holds 57,341 shares of IWM stock, worth $13.2 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

57,341

Previous 139,972 59.03%

Holding current value

$13.2 Million

Previous $30.9 Million 59.02%

% of portfolio

0.74%

Previous 1.74%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$216.13 - $242.4 $17.9 Million - $20 Million	-82,631 Reduced 59.03%	57,341 $12.7 Million
Q3 2024 Oct 25, 2024	BUY	$200.87 - $224.6 $18.2 Million - $20.4 Million	90,842 Added 184.9%	139,972 $30.9 Million
Q2 2024 Jul 26, 2024	BUY	$192.84 - $209.44 $945,108 - $1.03 Million	4,901 Added 11.08%	49,130 $9.97 Million
Q1 2024 May 01, 2024	SELL	$189.48 - $210.3 $8.75 Million - $9.71 Million	-46,193 Reduced 51.09%	44,229 $9.3 Million
Q4 2023 Feb 08, 2024	SELL	$162.21 - $204.82 $5.53 Million - $6.98 Million	-34,062 Reduced 27.36%	90,422 $18.1 Million
Q3 2023 Oct 27, 2023	BUY	$174.36 - $198.71 $13.3 Million - $15.1 Million	76,050 Added 157.02%	124,484 $22 Million
Q2 2023 Aug 07, 2023	BUY	$170.4 - $187.93 $706,989 - $779,721	4,149 Added 9.37%	48,434 $9.07 Million
Q1 2023 May 11, 2023	BUY	$170.25 - $198.32 $334,200 - $389,302	1,963 Added 4.64%	44,285 $7.9 Million
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $1.79 Million - $2.02 Million	-10,732 Reduced 20.23%	42,322 $7.38 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $2.26 Million - $2.77 Million	13,767 Added 35.04%	53,054 $6.61 Million
Q2 2022 Aug 12, 2022	SELL	$163.9 - $207.91 $1.5 Million - $1.9 Million	-9,131 Reduced 18.86%	39,287 $6.65 Million
Q1 2022 May 11, 2022	BUY	$191.52 - $225.32 $463,861 - $545,725	2,422 Added 5.27%	48,418 $9.94 Million
Q4 2021 Feb 14, 2022	BUY	$212.12 - $242.56 $747,086 - $854,296	3,522 Added 8.29%	45,996 $10.2 Million
Q3 2021 Nov 04, 2021	BUY	$211.73 - $231.39 $1.41 Million - $1.54 Million	6,671 Added 18.63%	42,474 $9.27 Million
Q2 2021 Aug 03, 2021	BUY	$211.85 - $232.89 $159,734 - $175,599	754 Added 2.15%	35,803 $8.16 Million
Q1 2021 May 10, 2021	BUY	$193.5 - $234.42 $1.13 Million - $1.36 Million	5,820 Added 19.91%	35,049 $7.55 Million
Q4 2020 Feb 12, 2021	BUY	$152.18 - $199.14 $432,343 - $565,756	2,841 Added 10.77%	29,229 $5.68 Million
Q3 2020 Nov 04, 2020	SELL	$139.07 - $158.46 $136,288 - $155,290	-980 Reduced 3.58%	26,388 $3.95 Million
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $226,502 - $331,439	-2,165 Reduced 7.33%	27,368 $4.18 Million
Q1 2020 Apr 29, 2020	BUY	$99.9 - $169.53 $755,443 - $1.28 Million	7,562 Added 34.42%	29,533 $3.38 Million
Q4 2019 Feb 13, 2020	BUY	$146.46 - $166.68 $239,755 - $272,855	1,637 Added 8.05%	21,971 $3.64 Million
Q3 2019 Nov 13, 2019	BUY	$144.85 - $157.9 $288,541 - $314,536	1,992 Added 10.86%	20,334 $3.08 Million
Q2 2019 Aug 08, 2019	BUY	$145.86 - $160.71 $20,420 - $22,499	140 Added 0.77%	18,342 $2.85 Million
Q1 2019 May 16, 2019	SELL	$132.25 - $158.24 $1.04 Million - $1.25 Million	-7,869 Reduced 30.18%	18,202 $2.79 Million
Q4 2018 May 09, 2019	BUY	$125.88 - $166.33 $2.16 Million - $2.86 Million	17,173 Added 193.0%	26,071 $3.49 Million
Q4 2018 Mar 04, 2019	SELL	$125.88 - $166.33 $2.16 Million - $2.86 Million	-17,173 Reduced 65.87%	8,898 $1.19 Million
Q4 2018 Feb 14, 2019	SELL	$125.88 - $166.33 $2.46 Million - $3.26 Million	-19,580 Reduced 42.89%	26,071 $3.49 Million
Q3 2018 Nov 14, 2018	SELL	$164.2 - $173.02 $1.94 Million - $2.04 Million	-11,811 Reduced 20.55%	45,651 $0
Q2 2018 Aug 09, 2018	BUY	$148.13 - $169.97 $155,980 - $178,978	1,053 Added 1.87%	57,462 $9.46 Million
Q1 2018 May 11, 2018	BUY	$145.44 - $159.96 $400,832 - $440,849	2,756 Added 5.14%	56,409 $8.57 Million
Q4 2017 Feb 15, 2018	BUY	$145.63 - $154.3 $7.81 Million - $8.28 Million	53,653	53,653 $8.18 Million

Others Institutions Holding IWM

# of Institutions

2,790

Shares Held

311M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
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Financial Advocates Investment Management Ishares Russell 2000 ETF Transaction History