Heritage Financial Services, LLC Ishares Russell 2000 ETF Transaction History

Heritage Financial Services, LLC

  • $653 Million
  • Q1 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 1,860 shares of IWM stock, worth $373,618. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,860
Previous 2,538 26.71%
Holding current value
$373,618
Previous $509,000 23.18%
% of portfolio
0.06%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,582
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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