Heritage Investment Group, Inc. Ishares Russell 2000 ETF Transaction History

Heritage Investment Group, Inc.

  • $728 Million
  • Q2 2024

A detailed history of Heritage Investment Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 2,513 shares of IWM stock, worth $563,464. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,513
Previous 2,513 -0.0%
Holding current value
$563,464
Previous $528,000 3.6%
% of portfolio
0.07%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
SELL
$189.48 - $210.3 $8,526 - $9,463
-45 Reduced 1.76%
2,513 $528,000
Q4 2023

Feb 01, 2024
SELL
$162.21 - $204.82 $2,595 - $3,277
-16 Reduced 0.62%
2,558 $513,000
Q1 2023

May 02, 2023
SELL
$170.25 - $198.32 $20,940 - $24,393
-123 Reduced 4.56%
2,574 $459,000
Q4 2022

Feb 06, 2023
BUY
$170.53 - $188.05 $25,238 - $27,831
148 Added 5.81%
2,697 $470,000
Q1 2022

May 03, 2022
BUY
$191.52 - $225.32 $10,533 - $12,392
55 Added 2.21%
2,549 $523,000
Q4 2021

Feb 09, 2022
BUY
$212.12 - $242.56 $529,027 - $604,944
2,494 New
2,494 $555,000

Others Institutions Holding IWM

# of Institutions
2,564
Shares Held
306M
Call Options Held
238M
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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