Mosaic Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Mosaic Financial Group, LLC

  • $123 Million
  • Q1 2025

A detailed history of Mosaic Financial Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mosaic Financial Group, LLC holds 7,559 shares of IWM stock, worth $1.55 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
7,559
Previous 9,437 19.9%
Holding current value
$1.55 Million
Previous $2.09 Million 27.67%
% of portfolio
1.23%
Previous 1.5%

Shares

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

May 14, 2025
SELL
$198.1 - $229.79 $372,031 - $431,545
-1,878 Reduced 19.9%
7,559 $1.51 Million
Q4 2024

Feb 12, 2025
BUY
$216.13 - $242.4 $3,241 - $3,636
15 Added 0.16%
9,437 $2.09 Million
Q3 2024

Nov 15, 2024
BUY
$200.87 - $224.6 $16,672 - $18,641
83 Added 0.89%
9,422 $2.08 Million
Q2 2024

Aug 15, 2024
BUY
$192.84 - $209.44 $329,177 - $357,514
1,707 Added 22.37%
9,339 $1.9 Million
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $1.45 Million - $1.61 Million
7,632 New
7,632 $1.61 Million

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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