Second Half Financial Partners, LLC Ishares Russell 2000 ETF Transaction History

Second Half Financial Partners, LLC

  • $129 Million
  • Q4 2024

A detailed history of Second Half Financial Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 11,298 shares of IWM stock, worth $2.42 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
11,298
Previous 11,799 4.25%
Holding current value
$2.42 Million
Previous $2.61 Million 4.22%
% of portfolio
1.94%
Previous 1.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$216.13 - $242.4 $108,281 - $121,442
-501 Reduced 4.25%
11,298 $2.5 Million
Q3 2024

Nov 08, 2024
BUY
$200.87 - $224.6 $2.37 Million - $2.65 Million
11,799 New
11,799 $2.61 Million
Q1 2022

Sep 20, 2022
BUY
$191.52 - $225.32 $636,804 - $749,189
3,325 New
3,325 $735,000

Others Institutions Holding IWM

# of Institutions
2,938
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Second Half Financial Partners, LLC Portfolio

Follow Second Half Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Second Half Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Second Half Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email