Phillips Financial Management, LLC Ishares Russell 2000 ETF Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 163 shares of IWM stock, worth $36,916. This represents 0.0% of its overall portfolio holdings.

Number of Shares
163
Previous 161 1.24%
Holding current value
$36,916
Previous $32,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$200.87 - $224.6 $401 - $449
2 Added 1.24%
163 $36,000
Q2 2024

Aug 08, 2024
BUY
$192.84 - $209.44 $17,355 - $18,849
90 Added 126.76%
161 $32,000
Q2 2023

Aug 11, 2023
SELL
$170.4 - $187.93 $3,408 - $3,758
-20 Reduced 21.98%
71 $13,000
Q1 2023

May 08, 2023
BUY
$170.25 - $198.32 $3,405 - $3,966
20 Added 28.17%
91 $16,000
Q3 2022

Nov 08, 2022
BUY
$164.17 - $201.07 $11,656 - $14,275
71 New
71 $12,000

Others Institutions Holding IWM

# of Institutions
2,761
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
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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