Berger Financial Group, Inc Ishares Russell 2000 ETF Transaction History

Berger Financial Group, Inc

  • $1.36 Billion
  • Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 2,496 shares of IWM stock, worth $592,750. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,496
Previous 1,244 100.64%
Holding current value
$592,750
Previous $268,000 125.0%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Oct 14, 2025
BUY
$214.92 - $244.84 $269,079 - $306,539
1,252 Added 100.64%
2,496 $603,000
Q2 2025

Jul 22, 2025
SELL
$174.82 - $215.79 $1,573 - $1,942
-9 Reduced 0.72%
1,244 $268,000
Q1 2025

May 12, 2025
BUY
$198.1 - $229.79 $13,867 - $16,085
70 Added 5.92%
1,253 $249,000
Q4 2024

Feb 14, 2025
BUY
$216.13 - $242.4 $255,681 - $286,759
1,183 New
1,183 $261,000
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $122,453 - $132,994
635 Added 63.31%
1,638 $332,000
Q1 2024

Apr 16, 2024
BUY
$189.48 - $210.3 $190,048 - $210,930
1,003 New
1,003 $210,000
Q2 2023

Aug 10, 2023
BUY
$170.4 - $187.93 $182,498 - $201,273
1,071 New
1,071 $200,000
Q4 2022

Jan 30, 2023
BUY
$166.81 - $188.05 $205,343 - $231,489
1,231 New
1,231 $214,000
Q2 2022

Aug 08, 2022
SELL
$163.9 - $207.91 $292,069 - $370,495
-1,782 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$191.52 - $225.32 $27,961 - $32,896
-146 Reduced 7.57%
1,782 $366,000
Q4 2021

Jan 26, 2022
BUY
$212.12 - $242.56 $181,998 - $208,116
858 Added 80.19%
1,928 $429,000
Q4 2020

Feb 02, 2021
BUY
$152.18 - $199.14 $162,832 - $213,079
1,070 New
1,070 $210,000

Others Institutions Holding IWM

# of Institutions
3,025
Shares Held
284M
Call Options Held
216M
Put Options Held
517M
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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