Monte Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Monte Financial Group, LLC

  • $270 Million
  • Q3 2025

A detailed history of Monte Financial Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Monte Financial Group, LLC holds 1,199 shares of IWM stock, worth $284,738. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,199
Holding current value
$284,738
% of portfolio
0.11%

Shares

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

Oct 31, 2025
BUY
$214.92 - $244.84 $257,689 - $293,563
1,199 New
1,199 $290,000
Q4 2023

Jan 22, 2024
BUY
$162.21 - $204.82 $6,975 - $8,807
43 Added 3.71%
1,201 $241,000
Q3 2023

Oct 24, 2023
SELL
$174.36 - $198.71 $51,784 - $59,016
-297 Reduced 20.41%
1,158 $204,000
Q2 2023

Jul 25, 2023
SELL
$170.4 - $187.93 $18,744 - $20,672
-110 Reduced 7.03%
1,455 $272,000
Q4 2022

Jan 23, 2023
BUY
$166.81 - $188.05 $42,870 - $48,328
257 Added 19.65%
1,565 $0
Q3 2022

Oct 24, 2022
BUY
$164.17 - $201.07 $214,734 - $262,999
1,308 New
1,308 $216,000

Others Institutions Holding IWM

# of Institutions
3,022
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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