A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,351 shares of IWM stock, worth $810,506. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,351
Previous 736,990 99.55%
Holding current value
$810,506
Previous $43.9 Million 1584.4%
% of portfolio
0.24%
Previous 0.03%

Shares

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

Nov 12, 2024

SELL
$200.87 - $224.6 $147 Million - $165 Million
-733,639 Reduced 99.55%
3,351 $740 Million
Q2 2024

Aug 06, 2024

BUY
$192.84 - $209.44 $141 Million - $154 Million
733,749 Added 22639.59%
736,990 $43.9 Million
Q1 2024

Apr 22, 2024

BUY
$189.48 - $210.3 $614,104 - $681,582
3,241 New
3,241 $682 Million
Q3 2023

Nov 07, 2023

BUY
$174.36 - $198.71 $97,292 - $110,880
558 Added 29.38%
2,457 $434 Million
Q2 2023

Sep 06, 2023

BUY
$170.4 - $187.93 $323,589 - $356,879
1,899 New
1,899 $356 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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