Mfa Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Mfa Wealth Advisors, LLC

$391 Million
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$192.84 - $209.44 $6,170 - $6,702	32 New	32 $6,000
Q2 2022 Aug 10, 2022	SELL	$163.9 - $207.91 $133,578 - $169,446	-815 Reduced 27.54%	2,144 $363,000
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $4.54 Million - $5.34 Million	-23,698 Reduced 88.9%	2,959 $606,000
Q4 2021 Feb 14, 2022	SELL	$212.12 - $242.56 $10,606 - $12,128	-50 Reduced 0.19%	26,657 $5.93 Million
Q3 2021 Nov 24, 2021	SELL	$211.73 - $231.39 $1.14 Billion - $1.24 Billion	-5,375,813 Reduced 99.51%	26,707 $5.84 Million
Q3 2021 Nov 15, 2021	BUY	$211.73 - $231.39 $1.14 Billion - $1.24 Billion	5,376,593 Added 20737.43%	5,402,520 $5.39 Million
Q2 2021 Aug 13, 2021	BUY	$211.85 - $232.89 $366,712 - $403,132	1,731 Added 7.15%	25,927 $5.95 Million
Q1 2021 May 14, 2021	BUY	$193.5 - $234.42 $4.68 Million - $5.67 Million	24,196 New	24,196 $5.34 Million

Others Institutions Holding IWM

# of Institutions

2,744

Shares Held

307M

Call Options Held

232M

Put Options Held

525M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.11 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.17 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.11 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.1 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.71 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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