Kmg Fiduciary Partners, LLC Ishares Russell 2000 ETF Transaction History

Kmg Fiduciary Partners, LLC

$1.17 Billion
Q4 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 6,999 shares of IWM stock, worth $1.58 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,999

Previous 6,989 0.14%

Holding current value

$1.58 Million

Previous $1.54 Million 0.19%

% of portfolio

0.13%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$216.13 - $242.4 $2,161 - $2,424	10 Added 0.14%	6,999 $1.55 Million
Q3 2024 Oct 17, 2024	SELL	$200.87 - $224.6 $16,270 - $18,192	-81 Reduced 1.15%	6,989 $1.54 Million
Q2 2024 Jul 17, 2024	SELL	$192.84 - $209.44 $5,013 - $5,445	-26 Reduced 0.37%	7,070 $1.43 Million
Q1 2024 Apr 10, 2024	BUY	$189.48 - $210.3 $378 - $420	2 Added 0.03%	7,096 $1.49 Million
Q4 2023 Jan 10, 2024	SELL	$162.21 - $204.82 $4,379 - $5,530	-27 Reduced 0.38%	7,094 $1.42 Million
Q3 2023 Oct 25, 2023	BUY	$174.36 - $198.71 $70,964 - $80,874	407 Added 6.06%	7,121 $1.26 Million
Q2 2023 Jul 14, 2023	BUY	$170.4 - $187.93 $681 - $751	4 Added 0.06%	6,714 $1.26 Million
Q1 2023 Apr 13, 2023	BUY	$170.25 - $198.32 $798,132 - $929,724	4,688 Added 231.85%	6,710 $1.2 Million
Q4 2022 Jan 12, 2023	BUY	$166.81 - $188.05 $337,289 - $380,237	2,022 New	2,022 $0

Others Institutions Holding IWM

# of Institutions

2,801

Shares Held

312M

Call Options Held

232M

Put Options Held

521M

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 Kmg Fiduciary Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kmg Fiduciary Partners, LLC with notifications on news.

Account

Kmg Fiduciary Partners, LLC Ishares Russell 2000 ETF Transaction History