Financial Perspectives, Inc Ishares Russell 2000 ETF Transaction History

Financial Perspectives, Inc

  • $264 Billion
  • Q1 2024

A detailed history of Financial Perspectives, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 2,150 shares of IWM stock, worth $434,042. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,150
Previous 2,002 7.39%
Holding current value
$434,042
Previous $402 Million 12.53%
% of portfolio
0.17%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$189.48 - $210.3 $28,043 - $31,124
148 Added 7.39%
2,150 $452 Million
Q4 2023

Feb 01, 2024
BUY
$162.21 - $204.82 $72,832 - $91,964
449 Added 28.91%
2,002 $402 Million
Q3 2023

Jan 09, 2024
BUY
$174.36 - $198.71 $23,887 - $27,223
137 Added 9.68%
1,553 $274 Million
Q2 2023

Jan 09, 2024
BUY
$170.4 - $187.93 $122,858 - $135,497
721 Added 103.74%
1,416 $265 Million
Q1 2023

Jan 09, 2024
BUY
$170.25 - $198.32 $71,505 - $83,294
420 Added 152.73%
695 $124 Million
Q4 2022

Jan 09, 2024
BUY
$170.53 - $188.05 $46,895 - $51,713
275 New
275 $47.9 Million

Others Institutions Holding IWM

# of Institutions
2,579
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email