Oldfather Financial Services, LLC Ishares Russell 2000 ETF Transaction History

Oldfather Financial Services, LLC

$262 Million
Q4 2024

A detailed history of Oldfather Financial Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 107,102 shares of IWM stock, worth $21.8 Million. This represents 9.02% of its overall portfolio holdings.

Number of Shares

107,102

Previous 107,561 0.43%

Holding current value

$21.8 Million

Previous $23.8 Million 0.4%

% of portfolio

9.02%

Previous 9.14%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$216.13 - $242.4 $99,203 - $111,261	-459 Reduced 0.43%	107,102 $23.7 Million
Q3 2024 Oct 28, 2024	SELL	$200.87 - $224.6 $130,565 - $145,990	-650 Reduced 0.6%	107,561 $23.8 Million
Q2 2024 Jul 24, 2024	BUY	$192.84 - $209.44 $29,697 - $32,253	154 Added 0.14%	108,211 $22 Million
Q1 2024 Apr 25, 2024	BUY	$189.48 - $210.3 $319,652 - $354,776	1,687 Added 1.59%	108,057 $22.7 Million
Q4 2023 Jan 16, 2024	BUY	$162.21 - $204.82 $491,820 - $621,014	3,032 Added 2.93%	106,370 $21.3 Million
Q3 2023 Oct 25, 2023	BUY	$174.36 - $198.71 $213,242 - $243,022	1,223 Added 1.2%	103,338 $18.3 Million
Q2 2023 Jul 27, 2023	BUY	$170.4 - $187.93 $186,417 - $205,595	1,094 Added 1.08%	102,115 $19.1 Million
Q1 2023 May 01, 2023	BUY	$170.25 - $198.32 $939,269 - $1.09 Million	5,517 Added 5.78%	101,021 $18 Million
Q4 2022 Feb 02, 2023	SELL	$166.81 - $188.05 $114,932 - $129,566	-689 Reduced 0.72%	95,504 $16.7 Million
Q3 2022 Oct 14, 2022	BUY	$164.17 - $201.07 $424,543 - $519,967	2,586 Added 2.76%	96,193 $15.9 Million
Q2 2022 Jul 28, 2022	BUY	$163.9 - $207.91 $201,924 - $256,145	1,232 Added 1.33%	93,607 $17.2 Million
Q1 2022 Apr 29, 2022	BUY	$191.52 - $225.32 $886,163 - $1.04 Million	4,627 Added 5.27%	92,375 $17.6 Million
Q4 2021 Feb 17, 2022	BUY	$212.12 - $242.56 $979,570 - $1.12 Million	4,618 Added 5.56%	87,748 $18.1 Million
Q3 2021 Nov 15, 2021	BUY	$211.73 - $231.39 $255,558 - $279,287	1,207 Added 1.47%	83,130 $19.9 Million
Q2 2021 Aug 11, 2021	BUY	$211.85 - $232.89 $272,015 - $299,030	1,284 Added 1.59%	81,923 $18.2 Million
Q1 2021 Apr 09, 2021	SELL	$193.5 - $234.42 $170,280 - $206,289	-880 Reduced 1.08%	80,639 $17.9 Million
Q4 2020 Feb 08, 2021	SELL	$152.18 - $199.14 $232,683 - $304,485	-1,529 Reduced 1.84%	81,519 $16 Million
Q3 2020 Oct 16, 2020	BUY	$139.07 - $158.46 $23,502 - $26,779	169 Added 0.2%	83,048 $13.4 Million
Q2 2020 Jul 31, 2020	BUY	$104.62 - $153.09 $37,767 - $55,265	361 Added 0.44%	82,879 $12.3 Million
Q1 2020 May 13, 2020	BUY	$99.9 - $169.53 $1.57 Million - $2.67 Million	15,724 Added 23.54%	82,518 $10.5 Million
Q4 2019 Jan 30, 2020	BUY	$146.46 - $166.68 $9.78 Million - $11.1 Million	66,794 New	66,794 $11 Million

Others Institutions Holding IWM

# of Institutions

2,949

Shares Held

302M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Oldfather Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oldfather Financial Services, LLC with notifications on news.

Account

Oldfather Financial Services, LLC Ishares Russell 2000 ETF Transaction History