Brendel Financial Advisors LLC Ishares Russell 2000 ETF Transaction History

Brendel Financial Advisors LLC

  • $165 Million
  • Q4 2024

A detailed history of Brendel Financial Advisors LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Brendel Financial Advisors LLC holds 3,441 shares of IWM stock, worth $742,154. This represents 0.46% of its overall portfolio holdings.

Number of Shares
3,441
Previous 3,473 0.92%
Holding current value
$742,154
Previous $767,000 0.91%
% of portfolio
0.46%
Previous 0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$216.13 - $242.4 $6,916 - $7,756
-32 Reduced 0.92%
3,441 $760,000
Q3 2024

Oct 09, 2024
SELL
$200.87 - $224.6 $25,912 - $28,973
-129 Reduced 3.58%
3,473 $767,000
Q2 2024

Jul 15, 2024
BUY
$192.84 - $209.44 $694,609 - $754,402
3,602 New
3,602 $731,000
Q4 2023

Feb 01, 2024
BUY
$162.21 - $204.82 $628,725 - $793,882
3,876 New
3,876 $778,000
Q3 2021

Oct 26, 2021
SELL
$211.73 - $231.39 $35,994 - $39,336
-170 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$211.85 - $232.89 $36,014 - $39,591
170 New
170 $39,000

Others Institutions Holding IWM

# of Institutions
2,935
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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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