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

Heritage Investment Group, Inc.

$531 Million
Q4 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 2,234 shares of IWM stock, worth $447,805. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,234

Previous 2,388 6.45%

Holding current value

$447,805

Previous $527,000 6.45%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	SELL	$216.13 - $242.4 $33,284 - $37,329	-154 Reduced 6.45%	2,234 $493,000
Q3 2024 Nov 06, 2024	SELL	$200.87 - $224.6 $25,108 - $28,075	-125 Reduced 4.97%	2,388 $527,000
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	$166.81 - $188.05 $24,687 - $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

2,950

Shares Held

301M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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