Wealth Plan Investment Management, LLC Ishares Russell 2000 ETF Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 12,995 shares of IWM stock, worth $2.97 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

12,995

Previous 21,613 39.87%

Holding current value

$2.97 Million

Previous $4.77 Million 39.86%

% of portfolio

0.3%

Previous 0.52%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$216.13 - $242.4 $1.86 Million - $2.09 Million	-8,618 Reduced 39.87%	12,995 $2.87 Million
Q3 2024 Nov 05, 2024	BUY	$200.87 - $224.6 $4.34 Million - $4.85 Million	21,613 New	21,613 $4.77 Million
Q4 2023 Jan 05, 2024	BUY	$162.21 - $204.82 $181,512 - $229,193	1,119 New	1,119 $224,000
Q1 2023 May 08, 2023	SELL	$170.25 - $198.32 $235,796 - $274,673	-1,385 Reduced 72.93%	514 $91,000
Q4 2022 Feb 15, 2023	BUY	$166.81 - $188.05 $90,744 - $102,299	544 Added 40.15%	1,899 $331,000
Q3 2022 Dec 12, 2022	SELL	$164.17 - $201.07 $1.06 Million - $1.3 Million	-6,484 Reduced 82.71%	1,355 $243,000
Q1 2022 Sep 07, 2022	BUY	$191.52 - $225.32 $1.5 Million - $1.77 Million	7,839 New	7,839 $1.45 Million

Others Institutions Holding IWM

# of Institutions

2,790

Shares Held

311M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Wealth Plan Investment Management, LLC Ishares Russell 2000 ETF Transaction History