Strategic Financial Concepts, LLC Ishares Russell 2000 ETF Transaction History

Strategic Financial Concepts, LLC

  • $688 Billion
  • Q3 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 2,432 shares of IWM stock, worth $577,551. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,432
Previous 2,494 2.49%
Holding current value
$577,551
Previous $538 Million 9.32%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2025
SELL
$214.92 - $244.84 $13,325 - $15,180
-62 Reduced 2.49%
2,432 $588 Million
Q2 2025

Aug 05, 2025
SELL
$174.82 - $215.79 $124,122 - $153,210
-710 Reduced 22.16%
2,494 $538 Million
Q1 2025

Apr 28, 2025
SELL
$198.1 - $229.79 $67,155 - $77,898
-339 Reduced 9.57%
3,204 $639 Million
Q4 2024

Jan 30, 2025
SELL
$216.13 - $242.4 $159 Million - $178 Million
-734,220 Reduced 99.52%
3,543 $783 Million
Q4 2024

Jan 27, 2025
BUY
$216.13 - $242.4 $159 Million - $178 Million
734,412 Added 21916.2%
737,763 $783 Million
Q3 2024

Nov 12, 2024
SELL
$200.87 - $224.6 $147 Million - $165 Million
-733,639 Reduced 99.55%
3,351 $740 Million
Q2 2024

Aug 06, 2024
BUY
$192.84 - $209.44 $141 Million - $154 Million
733,749 Added 22639.59%
736,990 $43.9 Million
Q1 2024

Apr 22, 2024
BUY
$189.48 - $210.3 $614,104 - $681,582
3,241 New
3,241 $682 Million
Q3 2023

Nov 07, 2023
BUY
$174.36 - $198.71 $97,292 - $110,880
558 Added 29.38%
2,457 $434 Million
Q2 2023

Sep 06, 2023
BUY
$170.4 - $187.93 $323,589 - $356,879
1,899 New
1,899 $356 Million

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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