Phillips Financial Management, LLC Ishares Russell 2000 ETF Transaction History

Phillips Financial Management, LLC

  • $1.18 Billion
  • Q2 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 161 shares of IWM stock, worth $36,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares
161
Previous 71 126.76%
Holding current value
$36,329
Previous $14,000 128.57%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,547
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
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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