Verus Financial Partners, Inc. Ishares Russell 2000 ETF Transaction History

Verus Financial Partners, Inc.

$858 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$174.36 - $198.71 $1,046 - $1,192	6 Added 0.5%	1,217 $215,000
Q2 2023 Jul 27, 2023	BUY	$170.4 - $187.93 $511 - $563	3 Added 0.25%	1,211 $226,000
Q1 2023 May 05, 2023	BUY	$170.25 - $198.32 $681 - $793	4 Added 0.33%	1,208 $215,000
Q4 2022 Feb 01, 2023	BUY	$166.81 - $188.05 $1,000 - $1,128	6 Added 0.5%	1,204 $209,000
Q3 2022 Oct 31, 2022	BUY	$164.17 - $201.07 $164 - $201	1 Added 0.08%	1,198 $209,000
Q2 2022 Aug 03, 2022	SELL	$163.9 - $207.91 $14,587 - $18,503	-89 Reduced 6.92%	1,197 $218,000
Q1 2022 Apr 15, 2022	BUY	$191.52 - $225.32 $246,294 - $289,761	1,286 New	1,286 $253,000
Q4 2020 Feb 10, 2021	SELL	$152.18 - $199.14 $3.05 Million - $4 Million	-20,068 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$139.07 - $158.46 $2.79 Million - $3.18 Million	20,068 New	20,068 $3.01 Million

Others Institutions Holding IWM

# of Institutions

2,547

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

Bank Of America Corp Charlotte, NC

34M
Shares

$7.66 Billion
0.62% of portfolio
Goldman Sachs Group Inc New York, NY

22.4M
Shares

$5.05 Billion
0.78% of portfolio
Wells Fargo & Company San Francisco, CA

20.7M
Shares

$4.67 Billion
1.03% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$4.12 Billion
0.29% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

10.6M
Shares

$2.4 Billion
6.35% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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