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

Sc&H Financial Advisors, Inc.

$379 Million
Q1 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 5,081 shares of IWM stock, worth $1.03 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,081

Previous 5,033 0.95%

Holding current value

$1.03 Million

Previous $1.01 Million 5.74%

% of portfolio

0.28%

Previous 0.3%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$170.53 - $188.05 $6,480 - $7,145	38 Added 0.79%	4,827 $841,000
Q3 2022 Nov 09, 2022	BUY	$167.31 - $201.07 $1,840 - $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

2,586

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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