Capasso Planning Partners LLC Ishares Russell 2000 ETF Transaction History

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024

A detailed history of Capasso Planning Partners LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Capasso Planning Partners LLC holds 5,347 shares of IWM stock, worth $1.19 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
5,347
Previous 4,613 15.91%
Holding current value
$1.19 Million
Previous $935,000 26.31%
% of portfolio
0.36%
Previous 0.31%

Shares

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

Dec 02, 2024
BUY
$200.87 - $224.6 $147,438 - $164,856
734 Added 15.91%
5,347 $1.18 Million
Q2 2024

Dec 02, 2024
SELL
$192.84 - $209.44 $436,396 - $473,962
-2,263 Reduced 32.91%
4,613 $935,000
Q1 2024

Apr 23, 2024
SELL
$189.48 - $210.3 $56,654 - $62,879
-299 Reduced 4.17%
6,876 $1.45 Million
Q4 2023

Jan 26, 2024
SELL
$162.21 - $204.82 $41,525 - $52,433
-256 Reduced 3.45%
7,175 $1.44 Million
Q3 2023

Oct 25, 2023
BUY
$174.36 - $198.71 $65,385 - $74,516
375 Added 5.31%
7,431 $1.31 Million
Q2 2023

Aug 10, 2023
BUY
$170.4 - $187.93 $980,992 - $1.08 Million
5,757 Added 443.19%
7,056 $1.32 Million
Q1 2023

May 01, 2023
SELL
$170.25 - $198.32 $3,405 - $3,966
-20 Reduced 1.52%
1,299 $231,000
Q4 2022

Jan 20, 2023
SELL
$166.81 - $188.05 $207,011 - $233,370
-1,241 Reduced 48.48%
1,319 $0
Q3 2022

Nov 09, 2022
BUY
$164.17 - $201.07 $134,783 - $165,078
821 Added 47.21%
2,560 $422,000
Q2 2022

Aug 11, 2022
SELL
$163.9 - $207.91 $12,128 - $15,385
-74 Reduced 4.08%
1,739 $295,000
Q1 2022

May 09, 2022
BUY
$191.52 - $225.32 $347,225 - $408,505
1,813 New
1,813 $372,000

Others Institutions Holding IWM

# of Institutions
2,665
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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