Heritage Financial Services, LLC Ishares Russell 2000 ETF Transaction History

Heritage Financial Services, LLC

  • $732 Million
  • Q3 2024

A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,747 shares of IWM stock, worth $390,262. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,747
Previous 1,857 5.92%
Holding current value
$390,262
Previous $376,000 2.39%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 23, 2024
SELL
$200.87 - $224.6 $22,095 - $24,706
-110 Reduced 5.92%
1,747 $385,000
Q2 2024

Jul 23, 2024
SELL
$192.84 - $209.44 $578 - $628
-3 Reduced 0.16%
1,857 $376,000
Q1 2024

May 14, 2024
SELL
$189.48 - $210.3 $128,467 - $142,583
-678 Reduced 26.71%
1,860 $391,000
Q4 2023

Feb 02, 2024
BUY
$162.21 - $204.82 $411,688 - $519,833
2,538 New
2,538 $509,000
Q2 2022

Jul 19, 2022
BUY
$163.9 - $207.91 $116,041 - $147,200
708 New
708 $119,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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