A detailed history of Founders Financial Alliance, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 316 shares of IWM stock, worth $70,126. This represents 0.02% of its overall portfolio holdings.

Number of Shares
316
Previous 222 42.34%
Holding current value
$70,126
Previous $45,000 53.33%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 01, 2024

BUY
$200.87 - $224.6 $18,881 - $21,112
94 Added 42.34%
316 $69,000
Q2 2024

Aug 23, 2024

SELL
$192.84 - $209.44 $37,025 - $40,212
-192 Reduced 46.38%
222 $45,000
Q1 2024

May 14, 2024

BUY
$189.48 - $210.3 $23,306 - $25,866
123 Added 42.27%
414 $87,000
Q4 2023

Feb 09, 2024

BUY
$162.21 - $204.82 $12,165 - $15,361
75 Added 34.72%
291 $58,000
Q3 2023

Nov 13, 2023

SELL
$174.36 - $198.71 $9,938 - $11,326
-57 Reduced 20.88%
216 $38,000
Q2 2023

Aug 11, 2023

BUY
$170.4 - $187.93 $15,506 - $17,101
91 Added 50.0%
273 $51,000
Q1 2023

May 15, 2023

SELL
$170.25 - $198.32 $11,406 - $13,287
-67 Reduced 26.91%
182 $32,000
Q3 2022

Nov 14, 2022

SELL
$164.17 - $201.07 $15,760 - $19,302
-96 Reduced 27.83%
249 $41,000
Q2 2022

Aug 15, 2022

BUY
$163.9 - $207.91 $14,095 - $17,880
86 Added 33.2%
345 $58,000
Q3 2021

Nov 15, 2021

SELL
$211.73 - $231.39 $42,346 - $46,278
-200 Reduced 43.57%
259 $57,000
Q2 2021

Aug 02, 2021

BUY
$211.85 - $232.89 $40,887 - $44,947
193 Added 72.56%
459 $105,000
Q1 2021

May 14, 2021

SELL
$193.5 - $234.42 $43,344 - $52,510
-224 Reduced 45.71%
266 $57,000
Q4 2020

Feb 04, 2021

BUY
$152.18 - $199.14 $8,978 - $11,749
59 Added 13.69%
490 $97,000
Q3 2020

Nov 13, 2020

BUY
$139.07 - $158.46 $59,939 - $68,296
431 New
431 $64,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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