Heritage Financial Services, LLC Ishares Russell 2000 ETF Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,802 shares of IWM stock, worth $427,938. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,802
Previous 1,785 0.95%
Holding current value
$427,938
Previous $385,000 13.25%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 30, 2025
BUY
$214.92 - $244.84 $3,653 - $4,162
17 Added 0.95%
1,802 $436,000
Q2 2025

Jul 18, 2025
BUY
$174.82 - $215.79 $6,643 - $8,200
38 Added 2.18%
1,785 $385,000
Q3 2024

Oct 23, 2024
SELL
$200.87 - $224.6 $22,095 - $24,706
-110 Reduced 5.92%
1,747 $385,000
Q2 2024

Jul 23, 2024
SELL
$192.84 - $209.44 $578 - $628
-3 Reduced 0.16%
1,857 $376,000
Q1 2024

May 14, 2024
SELL
$189.48 - $210.3 $128,467 - $142,583
-678 Reduced 26.71%
1,860 $391,000
Q4 2023

Feb 02, 2024
BUY
$162.21 - $204.82 $411,688 - $519,833
2,538 New
2,538 $509,000
Q2 2022

Jul 19, 2022
BUY
$163.9 - $207.91 $116,041 - $147,200
708 New
708 $119,000

Others Institutions Holding IWM

# of Institutions
3,021
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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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