Moody Aldrich Partners LLC Ishares Russell 2000 ETF Transaction History

Moody Aldrich Partners LLC

$503 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 23, 2023	BUY	$166.81 - $188.05 $2.78 Million - $3.14 Million	16,688 New	16,688 $0
Q2 2022 Jul 18, 2022	BUY	$163.9 - $207.91 $5.79 Million - $7.34 Million	35,313 New	35,313 $5.98 Million
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $1.09 Million - $1.28 Million	-5,668 Closed	0 $0
Q4 2021 Feb 02, 2022	BUY	$212.12 - $242.56 $1.2 Million - $1.37 Million	5,668 New	5,668 $1.26 Million
Q1 2021 May 10, 2021	SELL	$193.5 - $234.42 $879,070 - $1.06 Million	-4,543 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $691,353 - $904,693	4,543 New	4,543 $891,000
Q3 2020 Nov 12, 2020	SELL	$139.07 - $158.46 $433,342 - $493,761	-3,116 Closed	0 $0
Q2 2020 Jul 30, 2020	BUY	$104.62 - $153.09 $325,995 - $477,028	3,116 New	3,116 $446,000
Q1 2020 May 07, 2020	SELL	$99.9 - $169.53 $2.36 Million - $4.01 Million	-23,633 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$146.46 - $166.68 $3.46 Million - $3.94 Million	23,633 New	23,633 $3.92 Million
Q1 2019 May 03, 2019	SELL	$132.25 - $158.24 $18.8 Million - $22.5 Million	-142,117 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	$125.88 - $166.33 $17.9 Million - $23.6 Million	142,117 New	142,117 $19 Million

Others Institutions Holding IWM

# of Institutions

2,547

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

Bank Of America Corp Charlotte, NC

34M
Shares

$7.66 Billion
0.62% of portfolio
Goldman Sachs Group Inc New York, NY

22.4M
Shares

$5.05 Billion
0.78% of portfolio
Wells Fargo & Company San Francisco, CA

20.7M
Shares

$4.67 Billion
1.03% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$4.12 Billion
0.29% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

10.6M
Shares

$2.4 Billion
6.35% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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