A detailed history of Gries Financial LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Gries Financial LLC holds 22,466 shares of IWM stock, worth $5.17 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
22,466
Previous 22,471 0.02%
Holding current value
$5.17 Million
Previous $4.56 Million 8.84%
% of portfolio
1.04%
Previous 1.06%

Shares

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

Oct 18, 2024

SELL
$200.87 - $224.6 $1,004 - $1,123
-5 Reduced 0.02%
22,466 $4.96 Million
Q2 2024

Aug 02, 2024

SELL
$192.84 - $209.44 $23,719 - $25,761
-123 Reduced 0.54%
22,471 $4.56 Million
Q1 2024

May 15, 2024

BUY
$189.48 - $210.3 $11,937 - $13,248
63 Added 0.28%
22,594 $4.75 Million
Q4 2023

Feb 13, 2024

BUY
$162.21 - $204.82 $42,012 - $53,048
259 Added 1.16%
22,531 $4.52 Million
Q3 2023

Nov 14, 2023

BUY
$174.36 - $198.71 $94,851 - $108,098
544 Added 2.5%
22,272 $3.94 Million
Q2 2023

Aug 14, 2023

BUY
$170.4 - $187.93 $43,792 - $48,298
257 Added 1.2%
21,728 $4.07 Million
Q1 2023

Jun 21, 2023

BUY
$170.25 - $198.32 $15,322 - $17,848
90 Added 0.42%
21,471 $3.83 Million
Q4 2022

Jan 10, 2023

BUY
$166.81 - $188.05 $108,092 - $121,856
648 Added 3.13%
21,381 $3.73 Million
Q3 2022

Oct 31, 2022

SELL
$164.17 - $201.07 $164 - $201
-1 Reduced -0.0%
20,733 $3.42 Million
Q2 2022

Aug 16, 2022

SELL
$163.9 - $207.91 $99,815 - $126,617
-609 Reduced 2.85%
20,734 $3.51 Million
Q1 2022

Apr 29, 2022

BUY
$191.52 - $225.32 $37,154 - $43,712
194 Added 0.92%
21,343 $4.38 Million
Q4 2021

Feb 02, 2022

BUY
$212.12 - $242.56 $137,453 - $157,178
648 Added 3.16%
21,149 $4.71 Million
Q3 2021

Nov 12, 2021

BUY
$211.73 - $231.39 $4.13 Million - $4.51 Million
19,494 Added 1935.85%
20,501 $4.49 Million
Q2 2021

Aug 09, 2021

BUY
$211.85 - $232.89 $211 - $232
1 Added 0.1%
1,007 $220,000
Q1 2021

May 17, 2021

BUY
$193.5 - $234.42 $194,661 - $235,826
1,006 New
1,006 $217,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Gries Financial LLC Portfolio

Follow Gries Financial LLC 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 Gries Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gries Financial LLC with notifications on news.