True Link Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

True Link Financial Advisors, LLC

$1.19 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 09, 2022	BUY	$164.17 - $201.07 $11,984 - $14,678	73 Added 6.03%	1,283 $212,000
Q2 2022 Aug 04, 2022	SELL	$163.9 - $207.91 $512,187 - $649,718	-3,125 Reduced 72.09%	1,210 $205,000
Q1 2022 May 16, 2022	SELL	$191.52 - $225.32 $210,288 - $247,401	-1,098 Reduced 20.21%	4,335 $890,000
Q4 2021 Feb 01, 2022	BUY	$212.12 - $242.56 $220,180 - $251,777	1,038 Added 23.62%	5,433 $1.21 Million
Q3 2021 Oct 29, 2021	BUY	$211.73 - $231.39 $726,233 - $793,667	3,430 Added 355.44%	4,395 $961,000
Q2 2021 Aug 19, 2021	SELL	$211.85 - $232.89 $29,870 - $32,837	-141 Reduced 12.75%	965 $221,000
Q1 2021 May 17, 2021	SELL	$193.5 - $234.42 $1.19 Million - $1.44 Million	-6,148 Reduced 84.75%	1,106 $219,000
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $1.1 Million - $1.44 Million	7,254 New	7,254 $526,000

Others Institutions Holding IWM

# of Institutions

2,730

Shares Held

307M

Call Options Held

232M

Put Options Held

525M

Bank Of America Corp Charlotte, NC

40.2M
Shares

$9.19 Billion
0.75% of portfolio
Goldman Sachs Group Inc New York, NY

22.8M
Shares

$5.22 Billion
0.83% of portfolio
Morgan Stanley New York, NY

18.1M
Shares

$4.14 Billion
0.3% of portfolio
Wells Fargo & Company San Francisco, CA

18.1M
Shares

$4.13 Billion
0.92% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

11.9M
Shares

$2.73 Billion
6.48% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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