A detailed history of Brewster Financial Planning LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Brewster Financial Planning LLC holds 70,918 shares of IWM stock, worth $15.7 Million. This represents 12.15% of its overall portfolio holdings.

Number of Shares
70,918
Previous 70,918 -0.0%
Holding current value
$15.7 Million
Previous $15.7 Million -0.0%
% of portfolio
12.15%
Previous 12.15%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$200.87 - $224.6 $42,986 - $48,064
214 Added 0.3%
70,918 $15.7 Million
Q2 2024

Jul 18, 2024

BUY
$192.84 - $209.44 $148,293 - $161,059
769 Added 1.1%
70,704 $14.3 Million
Q1 2024

Apr 17, 2024

SELL
$189.48 - $210.3 $57,412 - $63,720
-303 Reduced 0.43%
69,935 $14.7 Million
Q4 2023

Jan 17, 2024

BUY
$162.21 - $204.82 $154,261 - $194,783
951 Added 1.37%
70,238 $14.1 Million
Q3 2023

Oct 17, 2023

BUY
$174.36 - $198.71 $43,066 - $49,081
247 Added 0.36%
69,287 $12.2 Million
Q2 2023

Jul 17, 2023

BUY
$170.4 - $187.93 $112,464 - $124,033
660 Added 0.97%
69,040 $12.9 Million
Q1 2023

Apr 27, 2023

BUY
$170.25 - $198.32 $74,569 - $86,864
438 Added 0.64%
68,380 $12.2 Million
Q4 2022

Jan 13, 2023

BUY
$166.81 - $188.05 $471,238 - $531,241
2,825 Added 4.34%
67,942 $0
Q3 2022

Oct 27, 2022

BUY
$164.17 - $201.07 $21,834 - $26,742
133 Added 0.2%
65,117 $10.7 Million
Q2 2022

Jul 26, 2022

BUY
$163.9 - $207.91 $1,311 - $1,663
8 Added 0.01%
64,984 $11 Million
Q1 2022

Apr 21, 2022

BUY
$191.52 - $225.32 $73,735 - $86,748
385 Added 0.6%
64,976 $13.3 Million
Q4 2021

Jan 24, 2022

BUY
$212.12 - $242.56 $13.7 Million - $15.7 Million
64,591 New
64,591 $14.4 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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