A detailed history of Bfsg, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bfsg, LLC holds 830 shares of IWM stock, worth $185,413. This represents 0.02% of its overall portfolio holdings.

Number of Shares
830
Previous 750 10.67%
Holding current value
$185,413
Previous $152,000 20.39%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$200.87 - $224.6 $16,069 - $17,968
80 Added 10.67%
830 $183,000
Q4 2023

Feb 01, 2024

BUY
$162.21 - $204.82 $121,657 - $153,615
750 New
750 $150,000
Q1 2020

Apr 27, 2020

SELL
$99.9 - $169.53 $137,462 - $233,273
-1,376 Closed
0 $0
Q1 2019

Apr 18, 2019

BUY
$132.25 - $158.24 $181,976 - $217,738
1,376 New
1,376 $211,000
Q4 2018

Jan 24, 2019

SELL
$125.88 - $166.33 $173,210 - $228,870
-1,376 Closed
0 $0
Q2 2018

Jul 31, 2018

SELL
$148.13 - $169.97 $4,443 - $5,099
-30 Reduced 2.13%
1,376 $225,000
Q4 2017

Jan 23, 2018

SELL
$145.63 - $154.3 $3,786 - $4,011
-26 Reduced 1.82%
1,406 $214,000
Q3 2017

Oct 12, 2017

BUY
$144.61 - $148.18 $1,156 - $1,185
8 Added 0.56%
1,432 $212,000
Q2 2017

Aug 10, 2017

BUY
N/A
1,424
1,424 $201,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Bfsg, LLC Portfolio

Follow Bfsg, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bfsg, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bfsg, LLC with notifications on news.