Financial Services Advisory Inc Ishares Russell 2000 ETF Transaction History

Financial Services Advisory Inc

  • $365 Million
  • Q2 2024

A detailed history of Financial Services Advisory Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial Services Advisory Inc holds 6,732 shares of IWM stock, worth $1.52 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
6,732
Previous 6,430 4.7%
Holding current value
$1.52 Million
Previous $1.35 Million 0.96%
% of portfolio
0.37%
Previous 0.34%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$192.84 - $209.44 $58,237 - $63,250
302 Added 4.7%
6,732 $1.37 Million
Q1 2024

May 06, 2024
BUY
$189.48 - $210.3 $295,209 - $327,647
1,558 Added 31.98%
6,430 $1.35 Million
Q4 2023

Feb 09, 2024
BUY
$162.21 - $204.82 $356,862 - $450,604
2,200 Added 82.34%
4,872 $977,000
Q3 2023

Oct 16, 2023
BUY
$174.36 - $198.71 $24,410 - $27,819
140 Added 5.53%
2,672 $472,000
Q2 2023

Jul 24, 2023
BUY
$170.4 - $187.93 $55,891 - $61,641
328 Added 14.88%
2,532 $474,000
Q1 2023

Apr 18, 2023
BUY
$170.25 - $198.32 $72,867 - $84,880
428 Added 24.1%
2,204 $393,000
Q4 2022

Feb 07, 2023
BUY
$166.81 - $188.05 $296,254 - $333,976
1,776 New
1,776 $310,000
Q2 2022

Aug 08, 2022
BUY
$163.9 - $207.91 $196,516 - $249,284
1,199 New
1,199 $203,000
Q3 2021

Oct 21, 2021
SELL
$211.73 - $231.39 $7.4 Million - $8.09 Million
-34,946 Closed
0 $0
Q2 2021

Jul 14, 2021
SELL
$211.85 - $232.89 $6.5 Million - $7.14 Million
-30,676 Reduced 46.75%
34,946 $8.02 Million
Q1 2021

Apr 09, 2021
SELL
$193.5 - $234.42 $6.95 Million - $8.42 Million
-35,919 Reduced 35.37%
65,622 $14.5 Million
Q4 2020

Jan 20, 2021
BUY
$152.18 - $199.14 $15.5 Million - $20.2 Million
101,541 New
101,541 $19.9 Million
Q3 2020

Oct 20, 2020
SELL
$139.07 - $158.46 $6.71 Million - $7.64 Million
-48,238 Closed
0 $0
Q2 2020

Jul 17, 2020
BUY
$104.62 - $153.09 $5.05 Million - $7.38 Million
48,238 New
48,238 $6.91 Million
Q4 2018

Feb 11, 2019
SELL
$125.88 - $166.33 $9.03 Million - $11.9 Million
-71,770 Closed
0 $0
Q3 2018

Oct 10, 2018
SELL
$164.2 - $173.02 $18.7 Million - $19.8 Million
-114,183 Reduced 61.4%
71,770 $12.1 Million
Q2 2018

Jul 06, 2018
BUY
$148.13 - $169.97 $27.5 Million - $31.6 Million
185,953 New
185,953 $30.5 Million
Q1 2018

May 14, 2018
SELL
$145.44 - $159.96 $4.43 Million - $4.88 Million
-30,487 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
$145.63 - $154.3 $4.44 Million - $4.7 Million
30,487
30,487 $4.65 Million

Others Institutions Holding IWM

# of Institutions
2,547
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
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 Services Advisory Inc Portfolio

Follow Financial Services Advisory 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 Services Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Services Advisory Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email