Second Half Financial Partners, LLC Ishares Russell 2000 ETF Transaction History

Second Half Financial Partners, LLC

  • $145 Million
  • Q1 2025

A detailed history of Second Half Financial Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 12,437 shares of IWM stock, worth $2.6 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
12,437
Previous 11,298 10.08%
Holding current value
$2.6 Million
Previous $2.5 Million 0.6%
% of portfolio
1.71%
Previous 1.94%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$198.1 - $229.79 $225,635 - $261,730
1,139 Added 10.08%
12,437 $2.48 Million
Q4 2024

Feb 14, 2025
SELL
$216.13 - $242.4 $108,281 - $121,442
-501 Reduced 4.25%
11,298 $2.5 Million
Q3 2024

Nov 08, 2024
BUY
$200.87 - $224.6 $2.37 Million - $2.65 Million
11,799 New
11,799 $2.61 Million
Q1 2022

Sep 20, 2022
BUY
$191.52 - $225.32 $636,804 - $749,189
3,325 New
3,325 $735,000

Others Institutions Holding IWM

# of Institutions
2,858
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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