Kelly Financial Services LLC Ishares Russell 2000 ETF Transaction History

Kelly Financial Services LLC

$268 Million
Q2 2024

A detailed history of Kelly Financial Services LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kelly Financial Services LLC holds 56 shares of IWM stock, worth $12,286. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 63 11.11%

Holding current value

$12,286

Previous $13,000 15.38%

% of portfolio

0.0%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$192.84 - $209.44 $1,349 - $1,466	-7 Reduced 11.11%	56 $11,000
Q1 2024 Jul 17, 2024	SELL	$189.48 - $210.3 $9,663 - $10,725	-51 Reduced 44.74%	63 $13,000
Q4 2023 Jul 17, 2024	BUY	$162.21 - $204.82 $6,326 - $7,987	39 Added 52.0%	114 $23 Million
Q3 2023 Jul 17, 2024	SELL	$174.36 - $198.71 $1,917 - $2,185	-11 Reduced 12.79%	75 $13.2 Million
Q2 2023 Jul 17, 2024	BUY	$170.4 - $187.93 $511 - $563	3 Added 3.61%	86 $16.1 Million
Q1 2023 Jul 17, 2024	BUY	$170.25 - $198.32 $5,448 - $6,346	32 Added 62.75%	83 $14.7 Million
Q4 2022 Jul 17, 2024	BUY	$166.81 - $188.05 $166 - $188	1 Added 2.0%	51 $8.96 Million
Q3 2022 Jul 17, 2024	BUY	$164.17 - $201.07 $164 - $201	1 Added 2.04%	50 $8.27 Million
Q2 2022 Jul 17, 2024	SELL	$163.9 - $207.91 $2,786 - $3,534	-17 Reduced 25.76%	49 $8.28 Million
Q4 2021 Jul 17, 2024	BUY	$212.12 - $242.56 $212 - $242	1 Added 1.54%	66 $14.6 Million
Q3 2021 Jul 17, 2024	SELL	$211.73 - $231.39 $3.15 Million - $3.44 Million	-14,884 Reduced 99.57%	65 $14.3 Million
Q2 2021 Jul 17, 2024	BUY	$211.85 - $232.89 $3.15 Million - $3.47 Million	14,889 Added 24815.0%	14,949 $65,000
Q1 2021 Jul 17, 2024	BUY	$193.5 - $234.42 $1,354 - $1,640	7 Added 13.21%	60 $13.3 Million
Q4 2020 Jul 17, 2024	BUY	$152.18 - $199.14 $8,065 - $10,554	53 New	53 $10.4 Million

Others Institutions Holding IWM

# of Institutions

2,544

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Kelly Financial Services LLC Ishares Russell 2000 ETF Transaction History