Comprehensive Financial Planning, Inc./Pa Ishares Russell 2000 ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $103 Billion
  • Q1 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 548 shares of IWM stock, worth $111,359. This represents 0.11% of its overall portfolio holdings.

Number of Shares
548
Previous 757 27.61%
Holding current value
$111,359
Previous $167 Million 34.57%
% of portfolio
0.11%
Previous 0.14%

Shares

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

May 09, 2025
SELL
$198.1 - $229.79 $41,402 - $48,026
-209 Reduced 27.61%
548 $109 Million
Q4 2024

Jan 28, 2025
BUY
$216.13 - $242.4 $163,610 - $183,496
757 New
757 $167 Million

Others Institutions Holding IWM

# of Institutions
2,855
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
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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