Shepherd Financial Partners LLC Ishares Russell 2000 ETF Transaction History

Shepherd Financial Partners LLC

  • $761 Million
  • Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 2,679 shares of IWM stock, worth $540,702. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,679
Previous 2,679 -0.0%
Holding current value
$540,702
Previous $537,000 4.84%
% of portfolio
0.07%
Previous 0.08%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
SELL
$162.21 - $204.82 $78,671 - $99,337
-485 Reduced 15.33%
2,679 $537,000
Q2 2023

Aug 11, 2023
SELL
$170.4 - $187.93 $9,201 - $10,148
-54 Reduced 1.68%
3,164 $592,000
Q4 2022

Feb 14, 2023
SELL
$170.53 - $188.05 $32,230 - $35,541
-189 Reduced 5.55%
3,218 $561,000
Q3 2022

Nov 09, 2022
BUY
$167.31 - $201.07 $285,765 - $343,427
1,708 Added 100.53%
3,407 $562,000
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $98,340 - $124,746
600 Added 54.6%
1,699 $288,000
Q1 2022

May 13, 2022
BUY
$191.52 - $225.32 $25,855 - $30,418
135 Added 14.0%
1,099 $225,000
Q4 2021

Feb 14, 2022
BUY
$212.12 - $242.56 $8,484 - $9,702
40 Added 4.33%
964 $214,000
Q3 2021

Nov 15, 2021
BUY
$211.73 - $231.39 $4,234 - $4,627
20 Added 2.21%
924 $202,000
Q1 2021

May 14, 2021
BUY
$193.5 - $234.42 $174,924 - $211,915
904 New
904 $200,000
Q2 2020

Aug 05, 2020
SELL
$104.62 - $153.09 $199,091 - $291,330
-1,903 Closed
0 $0
Q1 2020

May 07, 2020
SELL
$99.9 - $169.53 $760,838 - $1.29 Million
-7,616 Reduced 80.01%
1,903 $220,000
Q4 2019

Jan 31, 2020
SELL
$146.46 - $166.68 $9,080 - $10,334
-62 Reduced 0.65%
9,519 $1.58 Million
Q3 2019

Nov 25, 2019
SELL
$144.85 - $157.9 $33,460 - $36,474
-231 Reduced 2.35%
9,581 $1.45 Million
Q2 2019

Aug 05, 2019
SELL
$145.86 - $160.71 $3.43 Million - $3.78 Million
-23,542 Reduced 70.58%
9,812 $1.53 Million
Q1 2019

Apr 29, 2019
SELL
$132.25 - $158.24 $82,127 - $98,267
-621 Reduced 1.83%
33,354 $5.11 Million
Q4 2018

Feb 07, 2019
BUY
$125.88 - $166.33 $89,500 - $118,260
711 Added 2.14%
33,975 $4.55 Million
Q2 2018

Aug 02, 2018
BUY
$148.13 - $169.97 $1.01 Million - $1.16 Million
6,820 Added 25.79%
33,264 $5.49 Million
Q1 2018

May 01, 2018
SELL
$145.44 - $159.96 $416,394 - $457,965
-2,863 Reduced 9.77%
26,444 $4.01 Million
Q4 2017

Feb 14, 2018
SELL
$145.63 - $154.3 $674,995 - $715,180
-4,635 Reduced 13.66%
29,307 $4.47 Million
Q3 2017

Nov 13, 2017
BUY
$144.61 - $148.18 $4.91 Million - $5.03 Million
33,942
33,942 $5.07 Million

Others Institutions Holding IWM

# of Institutions
2,580
Shares Held
306M
Call Options Held
239M
Put Options Held
413M
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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