A detailed history of Heritage Wealth Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,192 shares of IWM stock, worth $1.15 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,192
Previous 5,782 10.2%
Holding current value
$1.15 Million
Previous $1.17 Million 2.3%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$200.87 - $224.6 $118,513 - $132,514
-590 Reduced 10.2%
5,192 $1.15 Million
Q2 2024

Dec 12, 2024

BUY
$192.84 - $209.44 $3,856 - $4,188
20 Added 0.35%
5,782 $1.17 Million
Q2 2024

Aug 05, 2024

BUY
$192.84 - $209.44 $3,856 - $4,188
20 Added 0.35%
5,782 $1.17 Million
Q1 2024

Dec 12, 2024

BUY
$189.48 - $210.3 $568 - $630
3 Added 0.05%
5,762 $1.21 Million
Q1 2024

May 08, 2024

BUY
$189.48 - $210.3 $568 - $630
3 Added 0.05%
5,762 $1.21 Million
Q4 2023

Dec 12, 2024

BUY
$162.21 - $204.82 $4,541 - $5,734
28 Added 0.49%
5,759 $1.16 Million
Q4 2023

Feb 09, 2024

BUY
$162.21 - $204.82 $4,541 - $5,734
28 Added 0.49%
5,759 $1.16 Million
Q3 2023

Dec 12, 2024

SELL
$174.36 - $198.71 $16,912 - $19,274
-97 Reduced 1.66%
5,731 $1.01 Million
Q3 2023

Nov 08, 2023

SELL
$174.36 - $198.71 $16,912 - $19,274
-97 Reduced 1.66%
5,731 $1.01 Million
Q2 2023

Dec 12, 2024

BUY
$170.4 - $187.93 $108,374 - $119,523
636 Added 12.25%
5,828 $1.09 Million
Q2 2023

Aug 09, 2023

BUY
$170.4 - $187.93 $3,237 - $3,570
19 Added 0.33%
5,828 $1.09 Million
Q1 2023

May 04, 2023

BUY
$170.25 - $198.32 $23,154 - $26,971
136 Added 2.4%
5,809 $1.04 Million
Q4 2022

Dec 12, 2024

BUY
$166.81 - $188.05 $36,865 - $41,559
221 Added 4.05%
5,673 $989,000
Q4 2022

Feb 06, 2023

BUY
$166.81 - $188.05 $36,865 - $41,559
221 Added 4.05%
5,673 $989,000
Q3 2022

Dec 12, 2024

BUY
$164.17 - $201.07 $42,684 - $52,278
260 Added 5.01%
5,452 $899,000
Q3 2022

Nov 10, 2022

SELL
$164.17 - $201.07 $12,148 - $14,879
-74 Reduced 1.34%
5,452 $899,000
Q2 2022

Aug 04, 2022

SELL
$163.9 - $207.91 $59,495 - $75,471
-363 Reduced 6.16%
5,526 $936,000
Q1 2022

May 11, 2022

SELL
$191.52 - $225.32 $88.9 Million - $105 Million
-464,040 Reduced 98.75%
5,889 $1.21 Million
Q4 2021

Feb 02, 2022

BUY
$212.12 - $242.56 $14,848 - $16,979
70 Added 0.01%
469,929 $105 Million
Q3 2021

Nov 02, 2021

BUY
$211.73 - $231.39 $107,770 - $117,777
509 Added 0.11%
469,859 $103 Million
Q2 2021

Aug 09, 2021

SELL
$211.85 - $232.89 $28.1 Million - $30.9 Million
-132,519 Reduced 22.02%
469,350 $108 Million
Q2 2021

Jul 27, 2021

BUY
$211.85 - $232.89 $28.1 Million - $30.9 Million
132,496 Added 28.23%
601,869 $118 Million
Q1 2021

Apr 27, 2021

SELL
$193.5 - $234.42 $25.6 Million - $31.1 Million
-132,496 Reduced 22.01%
469,373 $104 Million
Q4 2020

Feb 01, 2021

BUY
$152.18 - $199.14 $48.7 Million - $63.8 Million
320,208 Added 113.69%
601,869 $118 Million
Q3 2020

Nov 03, 2020

BUY
$139.07 - $158.46 $44,224 - $50,390
318 Added 0.11%
281,661 $42.2 Million
Q2 2020

Jul 17, 2020

BUY
$104.62 - $153.09 $29.3 Million - $42.8 Million
279,593 Added 15976.74%
281,343 $40.3 Million
Q2 2020

Jul 17, 2020

SELL
$104.62 - $153.09 $29.2 Million - $42.8 Million
-279,393 Reduced 99.38%
1,750 $40.3 Million
Q1 2020

May 05, 2020

SELL
$99.9 - $169.53 $3.95 Million - $6.7 Million
-39,518 Reduced 12.32%
281,143 $32.2 Million
Q4 2019

Feb 04, 2020

BUY
$146.46 - $166.68 $556,401 - $633,217
3,799 Added 1.2%
320,661 $53.1 Million
Q3 2019

Oct 30, 2019

BUY
$144.85 - $157.9 $891,841 - $972,190
6,157 Added 1.98%
316,862 $48 Million
Q2 2019

Aug 05, 2019

BUY
$145.86 - $160.71 $738,780 - $813,996
5,065 Added 1.66%
310,705 $0
Q1 2019

May 06, 2019

BUY
$132.25 - $158.24 $4.81 Million - $5.76 Million
36,372 Added 13.51%
305,640 $0
Q4 2018

Jan 28, 2019

BUY
$125.88 - $166.33 $5,035 - $6,653
40 Added 0.01%
269,268 $36.1 Million
Q3 2018

Nov 14, 2018

BUY
$164.2 - $173.02 $43.7 Million - $46 Million
266,107 Added 8526.34%
269,228 $45.4 Million
Q2 2018

Jul 19, 2018

BUY
$148.13 - $169.97 $444 - $509
3 Added 0.1%
3,121 $509,000
Q1 2018

May 10, 2018

BUY
$145.44 - $159.96 $5,235 - $5,758
36 Added 1.17%
3,118 $474,000
Q4 2017

Feb 02, 2018

BUY
$145.63 - $154.3 $448,831 - $475,552
3,082
3,082 $470,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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