A detailed history of Howard Financial Services, Ltd. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 1,578 shares of IWM stock, worth $343,704. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,578
Previous 1,615 2.29%
Holding current value
$343,704
Previous $339,000 5.6%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Jul 12, 2024

SELL
$192.84 - $209.44 $7,135 - $7,749
-37 Reduced 2.29%
1,578 $320,000
Q1 2024

Apr 16, 2024

SELL
$189.48 - $210.3 $29,369 - $32,596
-155 Reduced 8.76%
1,615 $339,000
Q4 2023

Jan 09, 2024

SELL
$162.21 - $204.82 $811 - $1,024
-5 Reduced 0.28%
1,770 $355,000
Q3 2023

Oct 10, 2023

SELL
$174.36 - $198.71 $107,580 - $122,604
-617 Reduced 25.79%
1,775 $313,000
Q2 2023

Jul 12, 2023

SELL
$170.4 - $187.93 $101,728 - $112,194
-597 Reduced 19.97%
2,392 $447,000
Q1 2023

Apr 05, 2023

BUY
$170.25 - $198.32 $1,362 - $1,586
8 Added 0.27%
2,989 $533,000
Q4 2022

Jan 13, 2023

BUY
$166.81 - $188.05 $109,760 - $123,736
658 Added 28.33%
2,981 $0
Q3 2022

Oct 12, 2022

BUY
$164.17 - $201.07 $33,162 - $40,616
202 Added 9.52%
2,323 $383,000
Q2 2022

Jul 18, 2022

BUY
$163.9 - $207.91 $983 - $1,247
6 Added 0.28%
2,121 $359,000
Q1 2022

Apr 20, 2022

SELL
$191.52 - $225.32 $18,002 - $21,180
-94 Reduced 4.26%
2,115 $434,000
Q2 2021

Aug 06, 2021

BUY
$211.85 - $232.89 $19,913 - $21,891
94 Added 4.44%
2,209 $507,000
Q1 2021

May 03, 2021

BUY
$193.5 - $234.42 $409,252 - $495,798
2,115 New
2,115 $467,000
Q1 2019

May 14, 2019

SELL
$132.25 - $158.24 $548,044 - $655,746
-4,144 Closed
0 $0
Q4 2018

Feb 15, 2019

BUY
$125.88 - $166.33 $521,646 - $689,271
4,144 New
4,144 $555,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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