Morling Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Morling Financial Advisors, LLC

  • $260 Million
  • Q2 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 547 shares of IWM stock, worth $133,555. This represents 0.05% of its overall portfolio holdings.

Number of Shares
547
Previous 1,112 50.81%
Holding current value
$133,555
Previous $221,000 46.61%
% of portfolio
0.05%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$174.82 - $215.79 $98,773 - $121,921
-565 Reduced 50.81%
547 $118,000
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
2,923
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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