Lee Financial CO Ishares Russell 2000 ETF Transaction History

Lee Financial CO

$699 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$162.21 - $204.82 $194,652 - $245,784	1,200 New	1,200 $240,000
Q1 2022 May 11, 2022	SELL	$191.52 - $225.32 $11,491 - $13,519	-60 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$212.12 - $242.56 $212 - $242	1 Added 1.69%	60 $13,000
Q1 2021 May 13, 2021	BUY	$193.5 - $234.42 $10,449 - $12,658	54 Added 1080.0%	59 $13,000
Q4 2020 Feb 12, 2021	BUY	$152.18 - $199.14 $760 - $995	5 New	5 $1,000
Q1 2020 May 07, 2020	SELL	$99.9 - $169.53 $11,088 - $18,817	-111 Closed	0 $0
Q3 2018 Nov 07, 2018	SELL	$164.2 - $173.02 $445,474 - $469,403	-2,713 Reduced 96.07%	111 $19,000
Q2 2018 Aug 14, 2018	BUY	$148.13 - $169.97 $401,876 - $461,128	2,713 Added 2444.14%	2,824 $462,000
Q1 2018 May 09, 2018	BUY	$145.44 - $159.96 $16,143 - $17,755	111 New	111 $17,000

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.68 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.5 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.37 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.35 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.88 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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