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 2,388 shares of IWM stock, worth $529,944. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,388
Previous 2,513 4.97%
Holding current value
$529,944
Previous $509,000 3.54%
% of portfolio
0.1%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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