Toth Financial Advisory Corp Ishares Russell 2000 ETF Transaction History

Toth Financial Advisory Corp

$817 Million
Q4 2024

A detailed history of Toth Financial Advisory Corp transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Toth Financial Advisory Corp holds 4,724 shares of IWM stock, worth $1.08 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,724

Previous 3,812 23.92%

Holding current value

$1.08 Million

Previous $842,000 23.87%

% of portfolio

0.13%

Previous 0.1%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$216.13 - $242.4 $197,110 - $221,068	912 Added 23.92%	4,724 $1.04 Million
Q3 2024 Oct 21, 2024	BUY	$200.87 - $224.6 $59,055 - $66,032	294 Added 8.36%	3,812 $842,000
Q2 2024 Jul 16, 2024	BUY	$192.84 - $209.44 $2,699 - $2,932	14 Added 0.4%	3,518 $713,000
Q1 2024 Apr 16, 2024	BUY	$189.48 - $210.3 $87,350 - $96,948	461 Added 15.15%	3,504 $736,000
Q4 2023 Jan 26, 2024	BUY	$162.21 - $204.82 $58,882 - $74,349	363 Added 13.54%	3,043 $610,000
Q3 2023 Oct 12, 2023	BUY	$174.36 - $198.71 $65,210 - $74,317	374 Added 16.22%	2,680 $473,000
Q2 2023 Jul 24, 2023	BUY	$170.4 - $187.93 $23,174 - $25,558	136 Added 6.27%	2,306 $431,000
Q1 2023 Apr 24, 2023	BUY	$170.25 - $198.32 $58,055 - $67,627	341 Added 18.64%	2,170 $387,000
Q4 2022 Jan 24, 2023	BUY	$166.81 - $188.05 $60,718 - $68,450	364 Added 24.85%	1,829 $0
Q3 2022 Oct 14, 2022	BUY	$164.17 - $201.07 $97,681 - $119,636	595 Added 68.39%	1,465 $242,000
Q2 2022 Jul 25, 2022	SELL	$163.9 - $207.91 $16,226 - $20,583	-99 Reduced 10.22%	870 $147,000
Q1 2022 Apr 26, 2022	BUY	$191.52 - $225.32 $24,323 - $28,615	127 Added 15.08%	969 $199,000
Q4 2021 Jan 31, 2022	BUY	$212.12 - $242.56 $22,060 - $25,226	104 Added 14.09%	842 $187,000
Q3 2021 Oct 20, 2021	SELL	$211.73 - $231.39 $4,658 - $5,090	-22 Reduced 2.89%	738 $161,000
Q2 2021 Jul 26, 2021	BUY	$211.85 - $232.89 $635 - $698	3 Added 0.4%	760 $174,000
Q1 2021 Apr 20, 2021	BUY	$193.5 - $234.42 $25,735 - $31,177	133 Added 21.31%	757 $167,000
Q4 2020 Jan 25, 2021	BUY	$152.18 - $199.14 $23,740 - $31,065	156 Added 33.33%	624 $122,000
Q3 2020 Oct 16, 2020	BUY	$139.07 - $158.46 $37,131 - $42,308	267 Added 132.84%	468 $70,000
Q2 2020 Jul 14, 2020	BUY	$104.62 - $153.09 $18,203 - $26,637	174 Added 644.44%	201 $28,000
Q4 2019 Jan 27, 2020	BUY	$146.46 - $166.68 $3,954 - $4,500	27 New	27 $4,000
Q4 2018 Jan 22, 2019	SELL	$125.88 - $166.33 $7,552 - $9,979	-60 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	$148.13 - $169.97 $8,887 - $10,198	60 New	60 $10,000

Others Institutions Holding IWM

# of Institutions

2,730

Shares Held

307M

Call Options Held

232M

Put Options Held

525M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Toth Financial Advisory Corp Ishares Russell 2000 ETF Transaction History