Heritage Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Heritage Wealth Management, LLC

  • $177 Million
  • Q2 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 10,837 shares of IWM stock, worth $2.4 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
10,837
Previous 12,023 9.86%
Holding current value
$2.4 Million
Previous $2.53 Million 13.05%
% of portfolio
1.24%
Previous 1.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
SELL
$192.84 - $209.44 $228,708 - $248,395
-1,186 Reduced 9.86%
10,837 $2.2 Million
Q1 2024

Apr 25, 2024
BUY
$189.48 - $210.3 $166,552 - $184,853
879 Added 7.89%
12,023 $2.53 Million
Q4 2023

Feb 06, 2024
SELL
$162.21 - $204.82 $7.74 Million - $9.78 Million
-47,736 Reduced 81.07%
11,144 $2.24 Million
Q4 2022

Feb 13, 2023
BUY
$166.81 - $188.05 $5.1 Million - $5.75 Million
30,592 Added 108.14%
58,880 $10.3 Million
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $1.01 Million - $1.23 Million
6,131 Added 27.67%
28,288 $4.67 Million
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $95,881 - $121,627
585 Added 2.71%
22,157 $3.75 Million
Q1 2022

Aug 15, 2022
BUY
$191.52 - $225.32 $1.57 Million - $1.85 Million
8,190 Added 61.2%
21,572 $4.43 Million
Q3 2021

Nov 10, 2021
BUY
$211.73 - $231.39 $1.01 Million - $1.1 Million
4,767 Added 55.33%
13,382 $2.93 Million
Q2 2021

Aug 11, 2021
BUY
$211.85 - $232.89 $1.32 Million - $1.45 Million
6,237 Added 262.28%
8,615 $1.98 Million
Q1 2021

Jul 16, 2021
BUY
$193.5 - $234.42 $460,143 - $557,450
2,378 New
2,378 $525,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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