Kfa Private Wealth Group, LLC Ishares Russell 2000 ETF Transaction History

Kfa Private Wealth Group, LLC

$209 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 01, 2024	BUY	$189.48 - $210.3 $327,042 - $362,977	1,726 Added 7.43%	24,958 $5.25 Million
Q4 2023 Feb 02, 2024	BUY	$162.21 - $204.82 $271,863 - $343,278	1,676 Added 7.78%	23,232 $4.66 Million
Q3 2023 Oct 25, 2023	BUY	$174.36 - $198.71 $147,334 - $167,909	845 Added 4.08%	21,556 $3.81 Million
Q2 2023 Jul 18, 2023	BUY	$170.4 - $187.93 $205,161 - $226,267	1,204 Added 6.17%	20,711 $3.88 Million
Q1 2023 May 05, 2023	SELL	$170.25 - $198.32 $1,532 - $1,784	-9 Reduced 0.05%	19,507 $3.48 Million
Q4 2022 Jan 31, 2023	SELL	$166.81 - $188.05 $455,558 - $513,564	-2,731 Reduced 12.28%	19,516 $3.4 Million
Q3 2022 Nov 02, 2022	SELL	$164.17 - $201.07 $110,486 - $135,320	-673 Reduced 2.94%	22,247 $3.67 Million
Q2 2022 Jul 18, 2022	SELL	$163.9 - $207.91 $340,748 - $432,244	-2,079 Reduced 8.32%	22,920 $3.88 Million
Q1 2022 May 02, 2022	SELL	$191.52 - $225.32 $546,981 - $643,513	-2,856 Reduced 10.25%	24,999 $5.13 Million
Q4 2021 Jan 26, 2022	BUY	$212.12 - $242.56 $705,935 - $807,239	3,328 Added 13.57%	27,855 $6.2 Million
Q3 2021 Oct 18, 2021	BUY	$211.73 - $231.39 $12,280 - $13,420	58 Added 0.24%	24,527 $5.37 Million
Q2 2021 Jul 22, 2021	BUY	$211.85 - $232.89 $157,404 - $173,037	743 Added 3.13%	24,469 $5.61 Million
Q1 2021 May 06, 2021	BUY	$193.5 - $234.42 $467,496 - $566,358	2,416 Added 11.34%	23,726 $5.24 Million
Q4 2020 Mar 08, 2021	BUY	$152.18 - $199.14 $3.02 Million - $3.95 Million	19,842 Added 1351.63%	21,310 $4.18 Million
Q3 2020 Nov 04, 2020	BUY	$139.07 - $158.46 $204,154 - $232,619	1,468 New	1,468 $220,000

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.58 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.44 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.32 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.31 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.85 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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