Sc&H Financial Advisors, Inc. Ishares Russell 2000 ETF Transaction History

Sc&H Financial Advisors, Inc.

  • $447 Million
  • Q3 2024

A detailed history of Sc&H Financial Advisors, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sc&H Financial Advisors, Inc. holds 4,765 shares of IWM stock, worth $1.06 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
4,765
Previous 4,916 3.07%
Holding current value
$1.06 Million
Previous $997,000 5.52%
% of portfolio
0.24%
Previous 0.25%

Shares

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

Oct 24, 2024
SELL
$200.87 - $224.6 $30,331 - $33,914
-151 Reduced 3.07%
4,765 $1.05 Million
Q2 2024

Aug 01, 2024
SELL
$192.84 - $209.44 $31,818 - $34,557
-165 Reduced 3.25%
4,916 $997,000
Q1 2024

May 02, 2024
BUY
$189.48 - $210.3 $9,095 - $10,094
48 Added 0.95%
5,081 $1.07 Million
Q4 2023

Feb 01, 2024
BUY
$162.21 - $204.82 $7,948 - $10,036
49 Added 0.98%
5,033 $1.01 Million
Q3 2023

Oct 30, 2023
BUY
$174.36 - $198.71 $1,569 - $1,788
9 Added 0.18%
4,984 $880,000
Q2 2023

Aug 07, 2023
BUY
$170.4 - $187.93 $33,909 - $37,398
199 Added 4.17%
4,975 $931,000
Q1 2023

May 12, 2023
SELL
$170.25 - $198.32 $8,682 - $10,114
-51 Reduced 1.06%
4,776 $852,000
Q4 2022

Feb 10, 2023
BUY
$166.81 - $188.05 $6,338 - $7,145
38 Added 0.79%
4,827 $841,000
Q3 2022

Nov 09, 2022
BUY
$164.17 - $201.07 $1,805 - $2,211
11 Added 0.23%
4,789 $790,000
Q2 2022

Aug 10, 2022
SELL
$163.9 - $207.91 $686,741 - $871,142
-4,190 Reduced 46.72%
4,778 $809,000
Q1 2022

May 10, 2022
BUY
$191.52 - $225.32 $122,955 - $144,655
642 Added 7.71%
8,968 $1.84 Million
Q4 2021

Feb 10, 2022
BUY
$212.12 - $242.56 $1.77 Million - $2.02 Million
8,326 New
8,326 $1.85 Million

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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