Landmark Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Landmark Financial Advisors, LLC

$271 Million
Q4 2023

A detailed history of Landmark Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Landmark Financial Advisors, LLC holds 1,815 shares of IWM stock, worth $432,804. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,815

Previous 1,809 0.33%

Holding current value

$432,804

Previous $319,000 14.11%

% of portfolio

0.13%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	BUY	$162.21 - $204.82 $973 - $1,228	6 Added 0.33%	1,815 $364,000
Q2 2023 Jul 18, 2023	SELL	$170.4 - $187.93 $17,040 - $18,793	-100 Reduced 5.24%	1,809 $338,000
Q1 2023 Apr 13, 2023	SELL	$170.25 - $198.32 $3,745 - $4,363	-22 Reduced 1.14%	1,909 $340,000
Q4 2022 Jan 23, 2023	SELL	$166.81 - $188.05 $13,678 - $15,420	-82 Reduced 4.07%	1,931 $0
Q3 2022 Nov 10, 2022	BUY	$164.17 - $201.07 $5,253 - $6,434	32 Added 1.62%	2,013 $332,000
Q2 2022 Aug 03, 2022	BUY	$163.9 - $207.91 $8,195 - $10,395	50 Added 2.59%	1,981 $336,000
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $23,940 - $28,165	-125 Reduced 6.08%	1,931 $374,000
Q4 2021 Jan 26, 2022	SELL	$212.12 - $242.56 $32,030 - $36,626	-151 Reduced 6.84%	2,056 $457,000
Q1 2021 May 11, 2021	SELL	$193.5 - $234.42 $9,868 - $11,955	-51 Reduced 2.26%	2,207 $488,000
Q4 2020 Feb 08, 2021	SELL	$152.18 - $199.14 $76,698 - $100,366	-504 Reduced 18.25%	2,258 $469,000
Q3 2020 Oct 13, 2020	SELL	$139.07 - $158.46 $56,045 - $63,859	-403 Reduced 12.73%	2,762 $434,000
Q2 2020 Jul 17, 2020	SELL	$104.62 - $153.09 $36,512 - $53,428	-349 Reduced 9.93%	3,165 $454,000
Q1 2020 Apr 22, 2020	SELL	$99.9 - $169.53 $1,598 - $2,712	-16 Reduced 0.45%	3,514 $432,000
Q4 2019 Feb 12, 2020	SELL	$146.46 - $166.68 $274,612 - $312,525	-1,875 Reduced 34.69%	3,530 $591,000
Q3 2019 Nov 07, 2019	SELL	$144.85 - $157.9 $100,236 - $109,266	-692 Reduced 11.35%	5,405 $817,000
Q2 2019 Aug 02, 2019	SELL	$145.86 - $160.71 $16,773 - $18,481	-115 Reduced 1.85%	6,097 $948,000
Q1 2019 May 02, 2019	SELL	$132.25 - $158.24 $80,937 - $96,842	-612 Reduced 8.97%	6,212 $950,000
Q4 2018 Feb 05, 2019	BUY	$125.88 - $166.33 $13,595 - $17,963	108 Added 1.61%	6,824 $913,000
Q3 2018 Nov 07, 2018	SELL	$164.2 - $173.02 $336,610 - $354,691	-2,050 Reduced 23.39%	6,716 $1.13 Million
Q2 2018 Aug 07, 2018	SELL	$148.13 - $169.97 $397,729 - $456,369	-2,685 Reduced 23.45%	8,766 $1.44 Million
Q1 2018 May 01, 2018	SELL	$145.44 - $159.96 $860,568 - $946,483	-5,917 Reduced 34.07%	11,451 $1.74 Million
Q4 2017 Feb 13, 2018	SELL	$145.63 - $154.3 $621,548 - $658,552	-4,268 Reduced 19.73%	17,368 $2.65 Million
Q3 2017 Nov 03, 2017	SELL	$144.61 - $148.18 $57,844 - $59,272	-400 Reduced 1.82%	21,636 $3.21 Million
Q2 2017 Aug 11, 2017	BUY	N/A	22,036	22,036 $3.11 Million

Others Institutions Holding IWM

# of Institutions

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Landmark Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History