Strategic Financial Concepts, LLC Ishares Russell 2000 ETF Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

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 737,763 shares of IWM stock, worth $167 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

737,763

Previous 3,351 21916.2%

Holding current value

$167 Million

Previous $740 Million 5.77%

% of portfolio

0.14%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$216.13 - $242.4 $159 Million - $178 Million	-734,220 Reduced 99.52%	3,543 $783 Million
Q4 2024 Jan 27, 2025	BUY	$216.13 - $242.4 $159 Million - $178 Million	734,412 Added 21916.2%	737,763 $783 Million
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

# of Institutions

2,867

Shares Held

310M

Call Options Held

221M

Put Options Held

491M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Strategic Financial Concepts, LLC Ishares Russell 2000 ETF Transaction History