Center For Financial Planning, Inc. Ishares Russell 2000 ETF Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 3,230 shares of IWM stock, worth $770,225. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,230

Previous 3,230 -0.0%

Holding current value

$770,225

Previous $655,000 8.85%

% of portfolio

0.1%

Previous 0.09%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 25, 2024	SELL	$189.48 - $210.3 $43,580 - $48,369	-230 Reduced 6.65%	3,230 $679,000
Q3 2023 Oct 24, 2023	SELL	$174.36 - $198.71 $6,451 - $7,352	-37 Reduced 1.06%	3,460 $611,000
Q2 2023 Aug 09, 2023	SELL	$170.4 - $187.93 $31,353 - $34,579	-184 Reduced 5.0%	3,497 $654,000
Q4 2022 Jan 27, 2023	SELL	$166.81 - $188.05 $5,838 - $6,581	-35 Reduced 0.94%	3,681 $0
Q3 2022 Oct 14, 2022	SELL	$164.17 - $201.07 $27,908 - $34,181	-170 Reduced 4.37%	3,716 $613,000
Q2 2022 Aug 12, 2022	SELL	$163.9 - $207.91 $11,473 - $14,553	-70 Reduced 1.77%	3,886 $658,000
Q1 2022 May 03, 2022	SELL	$191.52 - $225.32 $4,213 - $4,957	-22 Reduced 0.55%	3,956 $812,000
Q3 2021 Oct 27, 2021	SELL	$211.73 - $231.39 $23,078 - $25,221	-109 Reduced 2.67%	3,978 $870,000
Q1 2021 May 10, 2021	BUY	$193.5 - $234.42 $23,800 - $28,833	123 Added 3.1%	4,087 $903,000
Q4 2020 Feb 09, 2021	BUY	$152.18 - $199.14 $28,001 - $36,641	184 Added 4.87%	3,964 $777,000
Q3 2020 Nov 12, 2020	SELL	$139.07 - $158.46 $556 - $633	-4 Reduced 0.11%	3,780 $566,000
Q2 2020 Aug 06, 2020	SELL	$104.62 - $153.09 $38,186 - $55,877	-365 Reduced 8.8%	3,784 $542,000
Q1 2020 May 11, 2020	BUY	$99.9 - $169.53 $36,863 - $62,556	369 Added 9.76%	4,149 $475,000
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $553,618 - $630,050	3,780 New	3,780 $626,000

Others Institutions Holding IWM

# of Institutions

2,662

Shares Held

308M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Center For Financial Planning, Inc. Ishares Russell 2000 ETF Transaction History