Burkett Financial Services, LLC Ishares Russell 2000 ETF Transaction History

Burkett Financial Services, LLC

  • $238 Million
  • Q3 2025

A detailed history of Burkett Financial Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Burkett Financial Services, LLC holds 188 shares of IWM stock, worth $44,646. This represents 0.02% of its overall portfolio holdings.

Number of Shares
188
Previous 187 0.53%
Holding current value
$44,646
Previous $40.4 Million 99.89%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 24, 2025
BUY
$214.92 - $244.84 $214 - $244
1 Added 0.53%
188 $45,000
Q1 2025

Apr 11, 2025
BUY
$198.1 - $229.79 $198 - $229
1 Added 0.54%
187 $37.3 Million
Q3 2024

Oct 08, 2024
BUY
$200.87 - $224.6 $200 - $224
1 Added 0.54%
186 $41 Million
Q1 2024

Apr 01, 2024
BUY
$189.48 - $210.3 $189 - $210
1 Added 0.54%
185 $38.8 Million
Q4 2023

Feb 12, 2024
BUY
$162.21 - $204.82 $29,846 - $37,686
184 New
184 $37 Million

Others Institutions Holding IWM

# of Institutions
3,021
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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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