Marshall Financial Group Inc Ishares Russell 2000 ETF Transaction History

Marshall Financial Group Inc

$327 Million
Q4 2024

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 4,147 shares of IWM stock, worth $889,987. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,147

Previous 4,336 4.36%

Holding current value

$889,987

Previous $957,000 4.28%

% of portfolio

0.28%

Previous 0.29%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$216.13 - $242.4 $40,848 - $45,813	-189 Reduced 4.36%	4,147 $916,000
Q3 2024 Nov 04, 2024	BUY	$200.87 - $224.6 $803 - $898	4 Added 0.09%	4,336 $957,000
Q2 2024 Aug 09, 2024	BUY	$192.84 - $209.44 $578 - $628	3 Added 0.07%	4,332 $878,000
Q1 2024 May 08, 2024	SELL	$189.48 - $210.3 $32,211 - $35,751	-170 Reduced 3.78%	4,329 $910,000
Q4 2023 Feb 07, 2024	BUY	$162.21 - $204.82 $1,297 - $1,638	8 Added 0.18%	4,499 $902,000
Q2 2023 Aug 10, 2023	BUY	$170.4 - $187.93 $511 - $563	3 Added 0.07%	4,491 $841,000
Q1 2023 May 02, 2023	SELL	$170.25 - $198.32 $26,388 - $30,739	-155 Reduced 3.34%	4,488 $800,000
Q4 2022 Feb 03, 2023	BUY	$166.81 - $188.05 $1,668 - $1,880	10 Added 0.22%	4,643 $809,000
Q2 2022 Aug 10, 2022	BUY	$163.9 - $207.91 $491 - $623	3 Added 0.06%	4,633 $785,000
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $104,761 - $123,250	-547 Reduced 10.57%	4,630 $950,000
Q4 2021 Feb 08, 2022	SELL	$212.12 - $242.56 $79,120 - $90,474	-373 Reduced 6.72%	5,177 $1.15 Million
Q2 2021 Jul 29, 2021	BUY	$211.85 - $232.89 $635 - $698	3 Added 0.05%	5,550 $1.27 Million
Q4 2020 Feb 04, 2021	BUY	$152.18 - $199.14 $304 - $398	2 Added 0.04%	5,547 $1.09 Million
Q3 2020 Nov 10, 2020	BUY	$139.07 - $158.46 $139 - $158	1 Added 0.02%	5,545 $831,000
Q2 2020 Jul 27, 2020	BUY	$104.62 - $153.09 $418 - $612	4 Added 0.07%	5,544 $794,000
Q1 2020 Apr 23, 2020	SELL	$99.9 - $169.53 $85,814 - $145,626	-859 Reduced 13.42%	5,540 $634,000
Q4 2019 Feb 05, 2020	BUY	$146.46 - $166.68 $878 - $1,000	6 Added 0.09%	6,399 $1.06 Million
Q3 2019 Oct 30, 2019	SELL	$144.85 - $157.9 $233,498 - $254,534	-1,612 Reduced 20.14%	6,393 $967,000
Q2 2019 Jul 23, 2019	BUY	$145.86 - $160.71 $729 - $803	5 Added 0.06%	8,005 $1.25 Million
Q1 2019 Apr 26, 2019	BUY	$132.25 - $158.24 $396 - $474	3 Added 0.04%	8,000 $1.23 Million
Q4 2018 Feb 11, 2019	BUY	$125.88 - $166.33 $1.01 Million - $1.33 Million	7,997 New	7,997 $1.07 Million

Others Institutions Holding IWM

# of Institutions

2,938

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.

Account

Marshall Financial Group Inc Ishares Russell 2000 ETF Transaction History