Phoenix Holdings Ltd. Ishares Russell 2000 ETF Transaction History

Phoenix Holdings Ltd.

$6.25 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$163.9 - $207.91 $1.08 Million - $1.37 Million	-6,581 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$191.52 - $225.32 $259,126 - $304,857	-1,353 Reduced 17.05%	6,581 $1.35 Million
Q4 2021 Feb 07, 2022	SELL	$212.12 - $242.56 $3.14 Million - $3.59 Million	-14,800 Reduced 65.1%	7,934 $1.77 Million
Q3 2021 Oct 27, 2021	SELL	$211.73 - $231.39 $538,429 - $588,424	-2,543 Reduced 10.06%	22,734 $4.98 Million
Q2 2021 Aug 10, 2021	SELL	$211.85 - $232.89 $8.48 Million - $9.33 Million	-40,046 Reduced 61.3%	25,277 $5.8 Million
Q1 2021 May 10, 2021	SELL	$193.5 - $234.42 $296,829 - $359,600	-1,534 Reduced 2.29%	65,323 $14.4 Million
Q4 2020 Feb 11, 2021	BUY	$152.18 - $199.14 $535,673 - $700,972	3,520 Added 5.56%	66,857 $13.1 Million
Q3 2020 Nov 10, 2020	SELL	$139.07 - $158.46 $27,118 - $30,899	-195 Reduced 0.31%	63,337 $8.94 Million
Q2 2020 Aug 10, 2020	BUY	$104.62 - $153.09 $6.65 Million - $9.73 Million	63,532 New	63,532 $8.65 Million
Q1 2020 May 20, 2020	SELL	$99.9 - $169.53 $237,762 - $403,481	-2,380 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$146.46 - $166.68 $348,574 - $396,698	2,380 New	2,380 $391,000

Others Institutions Holding IWM

# of Institutions

2,545

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

Bank Of America Corp Charlotte, NC

34M
Shares

$7.48 Billion
0.62% of portfolio
Goldman Sachs Group Inc New York, NY

22.4M
Shares

$4.94 Billion
0.78% of portfolio
Wells Fargo & Company San Francisco, CA

20.7M
Shares

$4.56 Billion
1.03% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$4.02 Billion
0.29% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

10.6M
Shares

$2.34 Billion
6.35% of portfolio

About ISHARES RUSSELL 2000 ETF

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