Heritage Family Offices, LLP Ishares Russell 2000 ETF Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025

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 10,476 shares of IWM stock, worth $2.04 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
10,476
Previous 10,568 0.87%
Holding current value
$2.04 Million
Previous $2.34 Billion 10.5%
% of portfolio
1.07%
Previous 1.17%

Shares

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

Apr 10, 2025
SELL
$198.1 - $229.79 $18,225 - $21,140
-92 Reduced 0.87%
10,476 $2.09 Billion
Q4 2024

Jan 14, 2025
BUY
$216.13 - $242.4 $108,281 - $121,442
501 Added 4.98%
10,568 $2.34 Billion
Q3 2024

Oct 16, 2024
SELL
$200.87 - $224.6 $154,669 - $172,942
-770 Reduced 7.11%
10,067 $2.22 Billion
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

# of Institutions
2,882
Shares Held
298M
Call Options Held
213M
Put Options Held
498M
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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