Frederick Financial Consultants, LLC Ishares Russell 2000 ETF Transaction History

Frederick Financial Consultants, LLC

  • $139 Billion
  • Q1 2025

A detailed history of Frederick Financial Consultants, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Frederick Financial Consultants, LLC holds 8,633 shares of IWM stock, worth $1.8 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
8,633
Previous 7,439 16.05%
Holding current value
$1.8 Million
Previous $1.64 Billion 4.78%
% of portfolio
1.24%
Previous 1.31%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$198.1 - $229.79 $236,531 - $274,369
1,194 Added 16.05%
8,633 $1.72 Billion
Q4 2024

Feb 13, 2025
BUY
$216.13 - $242.4 $1.61 Million - $1.8 Million
7,439 New
7,439 $1.64 Billion

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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