Harvest Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History

Harvest Investment Advisors, LLC

$145 Billion
Q4 2024

A detailed history of Harvest Investment Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Harvest Investment Advisors, LLC holds 40,317 shares of IWM stock, worth $9.12 Million. This represents 6.16% of its overall portfolio holdings.

Number of Shares

40,317

Previous 39,729 1.48%

Holding current value

$9.12 Million

Previous $8.78 Billion 1.51%

% of portfolio

6.16%

Previous 5.97%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$216.13 - $242.4 $127,084 - $142,531	588 Added 1.48%	40,317 $8.91 Billion
Q3 2024 Nov 15, 2024	BUY	$200.87 - $224.6 $574,287 - $642,131	2,859 Added 7.75%	39,729 $8.78 Billion
Q2 2024 Aug 14, 2024	BUY	$192.84 - $209.44 $340,941 - $370,289	1,768 Added 5.04%	36,870 $7.48 Billion
Q1 2024 May 15, 2024	BUY	$189.48 - $210.3 $538,691 - $597,882	2,843 Added 8.81%	35,102 $7.38 Billion
Q4 2023 Feb 13, 2024	BUY	$162.21 - $204.82 $60,179 - $75,988	371 Added 1.16%	32,259 $6.47 Billion
Q3 2023 Nov 29, 2023	BUY	$174.36 - $198.71 $56,318 - $64,183	323 Added 1.02%	31,888 $5.64 Billion
Q2 2023 Aug 24, 2023	BUY	$170.4 - $187.93 $25,219 - $27,813	148 Added 0.47%	31,565 $5.91 Billion
Q1 2023 May 19, 2023	BUY	$170.25 - $198.32 $136,710 - $159,250	803 Added 2.62%	31,417 $5.6 Billion
Q4 2022 May 16, 2023	BUY	$166.81 - $188.05 $5.11 Million - $5.76 Million	30,614 New	30,614 $5.34 Billion

Others Institutions Holding IWM

# of Institutions

2,910

Shares Held

310M

Call Options Held

204M

Put Options Held

488M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

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

News

Stay updated on Harvest Investment Advisors, LLC with notifications on news.

Account

Harvest Investment Advisors, LLC Ishares Russell 2000 ETF Transaction History