A detailed history of Financial Insights, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial Insights, Inc. holds 1,423 shares of IWM stock, worth $327,745. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,423
Previous 2,059 30.89%
Holding current value
$327,745
Previous $417,000 24.7%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 22, 2024

SELL
$200.87 - $224.6 $127,753 - $142,845
-636 Reduced 30.89%
1,423 $314,000
Q1 2024

Apr 25, 2024

SELL
$189.48 - $210.3 $9,663 - $10,725
-51 Reduced 2.42%
2,059 $433,000
Q4 2023

Jan 24, 2024

SELL
$162.21 - $204.82 $16,058 - $20,277
-99 Reduced 4.48%
2,110 $423,000
Q3 2023

Dec 06, 2023

SELL
$174.36 - $198.71 $11,159 - $12,717
-64 Reduced 2.87%
2,165 $382,000
Q2 2023

Jan 24, 2024

BUY
$170.4 - $187.93 $7,497 - $8,268
44 Added 2.03%
2,209 $413,000
Q1 2023

Apr 17, 2023

BUY
$170.25 - $198.32 $36,263 - $42,242
213 Added 10.57%
2,229 $397,000
Q4 2022

Feb 09, 2023

BUY
$166.81 - $188.05 $336,288 - $379,108
2,016 New
2,016 $351,000
Q3 2021

Nov 12, 2021

SELL
$211.73 - $231.39 $48,486 - $52,988
-229 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$211.85 - $232.89 $48,513 - $53,331
229 New
229 $525,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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