A detailed history of Heritage Family Offices, LLP transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 10,837 shares of IWM stock, worth $2.35 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
10,837
Holding current value
$2.35 Million
% of portfolio
1.22%

Shares

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

Aug 01, 2024

BUY
$192.84 - $209.44 $2.09 Million - $2.27 Million
10,837 New
10,837 $2.2 Billion

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.