Heritage Wealth Advisors Ishares Russell 2000 ETF Transaction History

Heritage Wealth Advisors

$1.95 Billion
Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,157 shares of IWM stock, worth $1.17 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,157

Previous 5,192 0.67%

Holding current value

$1.17 Million

Previous $1.15 Million 0.61%

% of portfolio

0.06%

Previous 0.06%

38 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$216.13 - $242.4 $7,564 - $8,484	-35 Reduced 0.67%	5,157 $1.14 Million
Q3 2024 Nov 12, 2024	SELL	$200.87 - $224.6 $118,513 - $132,514	-590 Reduced 10.2%	5,192 $1.15 Million
Q2 2024 Dec 12, 2024	BUY	$192.84 - $209.44 $3,856 - $4,188	20 Added 0.35%	5,782 $1.17 Million
Q2 2024 Aug 05, 2024	BUY	$192.84 - $209.44 $3,856 - $4,188	20 Added 0.35%	5,782 $1.17 Million
Q1 2024 Dec 12, 2024	BUY	$189.48 - $210.3 $568 - $630	3 Added 0.05%	5,762 $1.21 Million
Q1 2024 May 08, 2024	BUY	$189.48 - $210.3 $568 - $630	3 Added 0.05%	5,762 $1.21 Million
Q4 2023 Dec 12, 2024	BUY	$162.21 - $204.82 $4,541 - $5,734	28 Added 0.49%	5,759 $1.16 Million
Q4 2023 Feb 09, 2024	BUY	$162.21 - $204.82 $4,541 - $5,734	28 Added 0.49%	5,759 $1.16 Million
Q3 2023 Dec 12, 2024	SELL	$174.36 - $198.71 $16,912 - $19,274	-97 Reduced 1.66%	5,731 $1.01 Million
Q3 2023 Nov 08, 2023	SELL	$174.36 - $198.71 $16,912 - $19,274	-97 Reduced 1.66%	5,731 $1.01 Million
Q2 2023 Dec 12, 2024	BUY	$170.4 - $187.93 $108,374 - $119,523	636 Added 12.25%	5,828 $1.09 Million
Q2 2023 Aug 09, 2023	BUY	$170.4 - $187.93 $3,237 - $3,570	19 Added 0.33%	5,828 $1.09 Million
Q1 2023 May 04, 2023	BUY	$170.25 - $198.32 $23,154 - $26,971	136 Added 2.4%	5,809 $1.04 Million
Q4 2022 Dec 12, 2024	BUY	$166.81 - $188.05 $36,865 - $41,559	221 Added 4.05%	5,673 $989,000
Q4 2022 Feb 06, 2023	BUY	$166.81 - $188.05 $36,865 - $41,559	221 Added 4.05%	5,673 $989,000
Q3 2022 Dec 12, 2024	BUY	$164.17 - $201.07 $42,684 - $52,278	260 Added 5.01%	5,452 $899,000
Q3 2022 Nov 10, 2022	SELL	$164.17 - $201.07 $12,148 - $14,879	-74 Reduced 1.34%	5,452 $899,000
Q2 2022 Aug 04, 2022	SELL	$163.9 - $207.91 $59,495 - $75,471	-363 Reduced 6.16%	5,526 $936,000
Q1 2022 May 11, 2022	SELL	$191.52 - $225.32 $88.9 Million - $105 Million	-464,040 Reduced 98.75%	5,889 $1.21 Million
Q4 2021 Feb 02, 2022	BUY	$212.12 - $242.56 $14,848 - $16,979	70 Added 0.01%	469,929 $105 Million
Q3 2021 Nov 02, 2021	BUY	$211.73 - $231.39 $107,770 - $117,777	509 Added 0.11%	469,859 $103 Million
Q2 2021 Aug 09, 2021	SELL	$211.85 - $232.89 $28.1 Million - $30.9 Million	-132,519 Reduced 22.02%	469,350 $108 Million
Q2 2021 Jul 27, 2021	BUY	$211.85 - $232.89 $28.1 Million - $30.9 Million	132,496 Added 28.23%	601,869 $118 Million
Q1 2021 Apr 27, 2021	SELL	$193.5 - $234.42 $25.6 Million - $31.1 Million	-132,496 Reduced 22.01%	469,373 $104 Million
Q4 2020 Feb 01, 2021	BUY	$152.18 - $199.14 $48.7 Million - $63.8 Million	320,208 Added 113.69%	601,869 $118 Million
Q3 2020 Nov 03, 2020	BUY	$139.07 - $158.46 $44,224 - $50,390	318 Added 0.11%	281,661 $42.2 Million
Q2 2020 Jul 17, 2020	BUY	$104.62 - $153.09 $29.3 Million - $42.8 Million	279,593 Added 15976.74%	281,343 $40.3 Million
Q2 2020 Jul 17, 2020	SELL	$104.62 - $153.09 $29.2 Million - $42.8 Million	-279,393 Reduced 99.38%	1,750 $40.3 Million
Q1 2020 May 05, 2020	SELL	$99.9 - $169.53 $3.95 Million - $6.7 Million	-39,518 Reduced 12.32%	281,143 $32.2 Million
Q4 2019 Feb 04, 2020	BUY	$146.46 - $166.68 $556,401 - $633,217	3,799 Added 1.2%	320,661 $53.1 Million
Q3 2019 Oct 30, 2019	BUY	$144.85 - $157.9 $891,841 - $972,190	6,157 Added 1.98%	316,862 $48 Million
Q2 2019 Aug 05, 2019	BUY	$145.86 - $160.71 $738,780 - $813,996	5,065 Added 1.66%	310,705 $0
Q1 2019 May 06, 2019	BUY	$132.25 - $158.24 $4.81 Million - $5.76 Million	36,372 Added 13.51%	305,640 $0
Q4 2018 Jan 28, 2019	BUY	$125.88 - $166.33 $5,035 - $6,653	40 Added 0.01%	269,268 $36.1 Million
Q3 2018 Nov 14, 2018	BUY	$164.2 - $173.02 $43.7 Million - $46 Million	266,107 Added 8526.34%	269,228 $45.4 Million
Q2 2018 Jul 19, 2018	BUY	$148.13 - $169.97 $444 - $509	3 Added 0.1%	3,121 $509,000
Q1 2018 May 10, 2018	BUY	$145.44 - $159.96 $5,235 - $5,758	36 Added 1.17%	3,118 $474,000
Q4 2017 Feb 02, 2018	BUY	$145.63 - $154.3 $448,831 - $475,552	3,082	3,082 $470,000

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

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Heritage Wealth Advisors Ishares Russell 2000 ETF Transaction History