Sunburst Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Sunburst Financial Group, LLC

  • $455 Million
  • Q3 2025

A detailed history of Sunburst Financial Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sunburst Financial Group, LLC holds 18,254 shares of IWM stock, worth $4.33 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
18,254
Previous 18,254 -0.0%
Holding current value
$4.33 Million
Previous $3.94 Million 12.11%
% of portfolio
0.97%
Previous 0.92%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
SELL
$198.1 - $229.79 $14,065 - $16,315
-71 Reduced 0.39%
18,254 $3.64 Million
Q4 2024

Jan 29, 2025
SELL
$216.13 - $242.4 $88,613 - $99,384
-410 Reduced 2.19%
18,325 $4.05 Million
Q3 2024

Oct 25, 2024
SELL
$200.87 - $224.6 $6,829 - $7,636
-34 Reduced 0.18%
18,735 $4.14 Million
Q2 2024

Jul 12, 2024
SELL
$192.84 - $209.44 $8,677 - $9,424
-45 Reduced 0.24%
18,769 $3.81 Million
Q1 2024

Apr 15, 2024
SELL
$189.48 - $210.3 $11,368 - $12,618
-60 Reduced 0.32%
18,814 $3.96 Million
Q3 2023

Oct 19, 2023
BUY
$174.36 - $198.71 $2,789 - $3,179
16 Added 0.08%
18,874 $3.34 Million
Q4 2022

Jan 20, 2023
BUY
$166.81 - $188.05 $11,843 - $13,351
71 Added 0.38%
18,858 $0
Q3 2022

Oct 13, 2022
SELL
$164.17 - $201.07 $13,954 - $17,090
-85 Reduced 0.45%
18,787 $3.1 Million
Q2 2022

Jul 29, 2022
BUY
$163.9 - $207.91 $29,829 - $37,839
182 Added 0.97%
18,872 $3.2 Million
Q1 2022

May 06, 2022
SELL
$191.52 - $225.32 $766 - $901
-4 Reduced 0.02%
18,690 $3.84 Million
Q4 2021

Feb 02, 2022
SELL
$212.12 - $242.56 $2,333 - $2,668
-11 Reduced 0.06%
18,694 $4.16 Million
Q1 2021

Apr 29, 2021
SELL
$193.5 - $234.42 $5,998 - $7,267
-31 Reduced 0.17%
18,705 $4.13 Million
Q3 2020

Oct 16, 2020
SELL
$139.07 - $158.46 $30,317 - $34,544
-218 Reduced 1.15%
18,736 $2.81 Million
Q2 2020

Aug 13, 2020
SELL
$104.62 - $153.09 $136,842 - $200,241
-1,308 Reduced 6.46%
18,954 $2.71 Million
Q1 2020

May 04, 2020
SELL
$99.9 - $169.53 $1,198 - $2,034
-12 Reduced 0.06%
20,262 $2.32 Million
Q4 2019

Jan 30, 2020
BUY
$146.46 - $166.68 $2.97 Million - $3.38 Million
20,274 New
20,274 $3.36 Million

Others Institutions Holding IWM

# of Institutions
3,048
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
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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