Morling Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Morling Financial Advisors, LLC

  • $272 Million
  • Q1 2025

A detailed history of Morling Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 1,112 shares of IWM stock, worth $228,527. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,112
Previous 475 134.11%
Holding current value
$228,527
Previous $104,000 112.5%
% of portfolio
0.08%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$198.1 - $229.79 $126,189 - $146,376
637 Added 134.11%
1,112 $221,000
Q4 2024

Feb 07, 2025
BUY
$216.13 - $242.4 $33,932 - $38,056
157 Added 49.37%
475 $104,000
Q2 2024

Aug 07, 2024
BUY
$192.84 - $209.44 $8,292 - $9,005
43 Added 15.64%
318 $64,000
Q4 2021

Feb 04, 2022
BUY
$212.12 - $242.56 $58,333 - $66,704
275 New
275 $61,000

Others Institutions Holding IWM

# of Institutions
2,856
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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