A detailed history of Frisch Financial Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Frisch Financial Group, Inc. holds 1,397 shares of IWM stock, worth $310,022. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,397
Previous 1,384 0.94%
Holding current value
$310,022
Previous $281,000 9.96%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 14, 2024

BUY
$200.87 - $224.6 $2,611 - $2,919
13 Added 0.94%
1,397 $309,000
Q2 2024

Aug 09, 2024

BUY
$192.84 - $209.44 $385 - $418
2 Added 0.14%
1,384 $281,000
Q1 2024

May 15, 2024

SELL
$189.48 - $210.3 $68,970 - $76,549
-364 Reduced 20.85%
1,382 $291,000
Q4 2023

Feb 12, 2024

BUY
$162.21 - $204.82 $1,135 - $1,433
7 Added 0.4%
1,746 $350,000
Q3 2023

Nov 14, 2023

BUY
$174.36 - $198.71 $22,492 - $25,633
129 Added 8.01%
1,739 $307,000
Q2 2023

Aug 11, 2023

BUY
$170.4 - $187.93 $274,344 - $302,567
1,610 New
1,610 $301,000
Q4 2022

Feb 13, 2023

BUY
$166.81 - $188.05 $834 - $940
5 Added 0.25%
1,990 $347,000
Q3 2022

Nov 14, 2022

BUY
$164.17 - $201.07 $985 - $1,206
6 Added 0.3%
1,985 $327,000
Q2 2022

Aug 15, 2022

SELL
$163.9 - $207.91 $15,898 - $20,167
-97 Reduced 4.67%
1,979 $335,000
Q1 2022

May 10, 2022

BUY
$191.52 - $225.32 $383 - $450
2 Added 0.1%
2,076 $426,000
Q4 2021

Feb 09, 2022

BUY
$212.12 - $242.56 $21,848 - $24,983
103 Added 5.23%
2,074 $461,000
Q3 2021

Nov 16, 2021

BUY
$211.73 - $231.39 $417,319 - $456,069
1,971 New
1,971 $431,000
Q3 2021

Nov 10, 2021

SELL
$211.73 - $231.39 $416,472 - $455,144
-1,967 Closed
0 $0
Q2 2021

Aug 12, 2021

SELL
$211.85 - $232.89 $51,479 - $56,592
-243 Reduced 11.0%
1,967 $451,000
Q1 2021

May 13, 2021

SELL
$193.5 - $234.42 $11,997 - $14,534
-62 Reduced 2.73%
2,210 $488,000
Q4 2020

Jan 26, 2021

BUY
$152.18 - $199.14 $345,752 - $452,446
2,272 New
2,272 $445,000
Q4 2019

Jan 28, 2020

SELL
$146.46 - $166.68 $213,392 - $242,852
-1,457 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$144.85 - $157.9 $14,050 - $15,316
97 Added 7.13%
1,457 $221,000
Q2 2019

Aug 08, 2019

SELL
$145.86 - $160.71 $50,029 - $55,123
-343 Reduced 20.14%
1,360 $211,000
Q1 2019

May 06, 2019

BUY
$132.25 - $158.24 $24,863 - $29,749
188 Added 12.41%
1,703 $261,000
Q4 2018

Feb 14, 2019

BUY
$125.88 - $166.33 $190,708 - $251,989
1,515 New
1,515 $203,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Frisch Financial Group, Inc. Portfolio

Follow Frisch Financial Group, 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 Frisch Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Frisch Financial Group, Inc. with notifications on news.