Heritage Investment Group, Inc. Ishares Russell 2000 ETF Transaction History

Heritage Investment Group, Inc.

  • $612 Million
  • Q3 2025

A detailed history of Heritage Investment Group, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Investment Group, Inc. holds 2,313 shares of IWM stock, worth $549,291. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,313
Previous 2,311 0.09%
Holding current value
$549,291
Previous $498,000 12.25%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Oct 31, 2025
BUY
$214.92 - $244.84 $429 - $489
2 Added 0.09%
2,313 $559,000
Q2 2025

Jul 17, 2025
SELL
$174.82 - $215.79 $349 - $431
-2 Reduced 0.09%
2,311 $498,000
Q1 2025

Apr 25, 2025
BUY
$198.1 - $229.79 $15,649 - $18,153
79 Added 3.54%
2,313 $461,000
Q4 2024

Jan 28, 2025
SELL
$216.13 - $242.4 $33,284 - $37,329
-154 Reduced 6.45%
2,234 $493,000
Q3 2024

Nov 06, 2024
SELL
$200.87 - $224.6 $25,108 - $28,075
-125 Reduced 4.97%
2,388 $527,000
Q1 2024

May 02, 2024
SELL
$189.48 - $210.3 $8,526 - $9,463
-45 Reduced 1.76%
2,513 $528,000
Q4 2023

Feb 01, 2024
SELL
$162.21 - $204.82 $2,595 - $3,277
-16 Reduced 0.62%
2,558 $513,000
Q1 2023

May 02, 2023
SELL
$170.25 - $198.32 $20,940 - $24,393
-123 Reduced 4.56%
2,574 $459,000
Q4 2022

Feb 06, 2023
BUY
$166.81 - $188.05 $24,687 - $27,831
148 Added 5.81%
2,697 $470,000
Q1 2022

May 03, 2022
BUY
$191.52 - $225.32 $10,533 - $12,392
55 Added 2.21%
2,549 $523,000
Q4 2021

Feb 09, 2022
BUY
$212.12 - $242.56 $529,027 - $604,944
2,494 New
2,494 $555,000

Others Institutions Holding IWM

# of Institutions
3,057
Shares Held
282M
Call Options Held
196M
Put Options Held
483M
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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