A detailed history of Financial Insights, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Financial Insights, Inc. holds 1,423 shares of IWM stock, worth $316,460. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,423
Previous 2,059 30.89%
Holding current value
$316,460
Previous $417,000 24.7%
% of portfolio
0.1%
Previous 0.12%

Shares

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

Oct 22, 2024

SELL
$200.87 - $224.6 $127,753 - $142,845
-636 Reduced 30.89%
1,423 $314,000
Q1 2024

Apr 25, 2024

SELL
$189.48 - $210.3 $9,663 - $10,725
-51 Reduced 2.42%
2,059 $433,000
Q4 2023

Jan 24, 2024

SELL
$162.21 - $204.82 $16,058 - $20,277
-99 Reduced 4.48%
2,110 $423,000
Q3 2023

Dec 06, 2023

SELL
$174.36 - $198.71 $11,159 - $12,717
-64 Reduced 2.87%
2,165 $382,000
Q2 2023

Jan 24, 2024

BUY
$170.4 - $187.93 $7,497 - $8,268
44 Added 2.03%
2,209 $413,000
Q1 2023

Apr 17, 2023

BUY
$170.25 - $198.32 $36,263 - $42,242
213 Added 10.57%
2,229 $397,000
Q4 2022

Feb 09, 2023

BUY
$166.81 - $188.05 $336,288 - $379,108
2,016 New
2,016 $351,000
Q3 2021

Nov 12, 2021

SELL
$211.73 - $231.39 $48,486 - $52,988
-229 Closed
0 $0
Q2 2021

Aug 12, 2021

BUY
$211.85 - $232.89 $48,513 - $53,331
229 New
229 $525,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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

Track Financial Insights, Inc. Portfolio

Follow Financial Insights, Inc. 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 Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.