Kaizen Financial Strategies Ishares Russell 2000 ETF Transaction History

Kaizen Financial Strategies

  • $165 Million
  • Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kaizen Financial Strategies holds 1,649 shares of IWM stock, worth $330,542. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,649
Previous 1,446 14.04%
Holding current value
$330,542
Previous $319,000 14.11%
% of portfolio
0.22%
Previous 0.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $43,874 - $49,207
203 Added 14.04%
1,649 $364,000
Q3 2024

Nov 04, 2024
SELL
$200.87 - $224.6 $19,685 - $22,010
-98 Reduced 6.35%
1,446 $319,000
Q2 2024

Aug 02, 2024
BUY
$192.84 - $209.44 $52,452 - $56,967
272 Added 21.38%
1,544 $313,000
Q1 2024

May 02, 2024
BUY
$189.48 - $210.3 $189 - $210
1 Added 0.08%
1,272 $267,000
Q4 2023

Jan 18, 2024
BUY
$162.21 - $204.82 $16,869 - $21,301
104 Added 8.91%
1,271 $255,000
Q2 2023

Aug 07, 2023
SELL
$170.4 - $187.93 $33,398 - $36,834
-196 Reduced 14.38%
1,167 $218,000
Q1 2023

May 10, 2023
BUY
$170.25 - $198.32 $34,220 - $39,862
201 Added 17.3%
1,363 $243,000
Q4 2022

Jan 18, 2023
SELL
$166.81 - $188.05 $236,703 - $266,842
-1,419 Reduced 54.98%
1,162 $0
Q3 2022

Oct 18, 2022
BUY
$164.17 - $201.07 $820 - $1,005
5 Added 0.19%
2,581 $426,000
Q2 2022

Jul 18, 2022
SELL
$163.9 - $207.91 $49,661 - $62,996
-303 Reduced 10.52%
2,576 $436,000
Q1 2022

May 06, 2022
SELL
$191.52 - $225.32 $121,232 - $142,627
-633 Reduced 18.02%
2,879 $591,000
Q4 2021

Jan 26, 2022
SELL
$212.12 - $242.56 $953,691 - $1.09 Million
-4,496 Reduced 56.14%
3,512 $781,000
Q3 2021

Nov 12, 2021
BUY
$211.73 - $231.39 $80,245 - $87,696
379 Added 4.97%
8,008 $1.75 Million
Q1 2021

May 28, 2021
BUY
$193.5 - $234.42 $698,148 - $845,787
3,608 Added 89.73%
7,629 $1.69 Million
Q4 2020

Feb 03, 2021
BUY
$152.18 - $199.14 $611,915 - $800,741
4,021 New
4,021 $788,000

Others Institutions Holding IWM

# of Institutions
2,953
Shares Held
300M
Call Options Held
213M
Put Options Held
497M
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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