Sfg Wealth Management, Llc. Ishares Russell 2000 ETF Transaction History

Sfg Wealth Management, Llc.

  • $183 Million
  • Q4 2024

A detailed history of Sfg Wealth Management, Llc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 1,993 shares of IWM stock, worth $451,374. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,993
Previous 1,897 5.06%
Holding current value
$451,374
Previous $419,000 5.01%
% of portfolio
0.24%
Previous 0.23%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$216.13 - $242.4 $20,748 - $23,270
96 Added 5.06%
1,993 $440,000
Q3 2024

Oct 31, 2024
SELL
$200.87 - $224.6 $54,435 - $60,866
-271 Reduced 12.5%
1,897 $419,000
Q2 2024

Jul 19, 2024
SELL
$192.84 - $209.44 $17,934 - $19,477
-93 Reduced 4.11%
2,168 $439,000
Q1 2024

Apr 26, 2024
SELL
$189.48 - $210.3 $38,843 - $43,111
-205 Reduced 8.31%
2,261 $475,000
Q4 2023

Jan 19, 2024
BUY
$162.21 - $204.82 $38,768 - $48,951
239 Added 10.73%
2,466 $494,000
Q3 2023

Oct 19, 2023
SELL
$174.36 - $198.71 $6,276 - $7,153
-36 Reduced 1.59%
2,227 $393,000
Q2 2023

Jul 14, 2023
SELL
$170.4 - $187.93 $29,990 - $33,075
-176 Reduced 7.22%
2,263 $423,000
Q1 2023

Apr 11, 2023
SELL
$170.25 - $198.32 $33,879 - $39,465
-199 Reduced 7.54%
2,439 $435,000
Q4 2022

Jan 31, 2023
SELL
$166.81 - $188.05 $6,505 - $7,333
-39 Reduced 1.46%
2,638 $459,000
Q3 2022

Oct 12, 2022
SELL
$164.17 - $201.07 $10,835 - $13,270
-66 Reduced 2.41%
2,677 $441,000
Q2 2022

Jul 13, 2022
BUY
$163.9 - $207.91 $18,848 - $23,909
115 Added 4.38%
2,743 $465,000
Q1 2022

Apr 22, 2022
SELL
$191.52 - $225.32 $26,812 - $31,544
-140 Reduced 5.06%
2,628 $540,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $587,148 - $671,406
2,768 New
2,768 $616,000

Others Institutions Holding IWM

# of Institutions
2,761
Shares Held
308M
Call Options Held
232M
Put Options Held
522M
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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