Peterson Financial Group, Inc. Ishares Russell 2000 ETF Transaction History

Peterson Financial Group, Inc.

$16.4 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$189.48 - $210.3 $11,179 - $12,407	59 Added 0.83%	7,129 $1.5 Million
Q4 2023 Feb 12, 2024	SELL	$162.21 - $204.82 $12,165 - $15,361	-75 Reduced 1.05%	7,070 $1.42 Million
Q3 2023 Oct 31, 2023	BUY	$174.36 - $198.71 $70,092 - $79,881	402 Added 5.96%	7,145 $1.26 Million
Q2 2023 Aug 04, 2023	BUY	$170.4 - $187.93 $6,304 - $6,953	37 Added 0.55%	6,743 $1.26 Million
Q1 2023 Apr 25, 2023	BUY	$170.25 - $198.32 $55,842 - $65,048	328 Added 5.14%	6,706 $1.2 Million
Q4 2022 Feb 03, 2023	SELL	$166.81 - $188.05 $53,379 - $60,176	-320 Reduced 4.78%	6,378 $1.11 Million
Q3 2022 Oct 17, 2022	BUY	$164.17 - $201.07 $104,576 - $128,081	637 Added 10.51%	6,698 $1.1 Million
Q2 2022 Jul 20, 2022	BUY	$163.9 - $207.91 $159,310 - $202,088	972 Added 19.1%	6,061 $1.03 Million
Q1 2022 Jul 19, 2022	SELL	$191.52 - $225.32 $50,561 - $59,484	-264 Reduced 4.93%	5,089 $1.04 Million
Q1 2022 Apr 18, 2022	SELL	$191.52 - $225.32 $1.91 Million - $2.24 Million	-9,950 Reduced 65.02%	5,353 $1.1 Million
Q4 2021 Jan 31, 2022	BUY	$212.12 - $242.56 $3.25 Million - $3.71 Million	15,303 New	15,303 $3.41 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

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