Compass Planning Associates Inc Ishares Russell 2000 ETF Transaction History

Compass Planning Associates Inc

  • $98.9 Billion
  • Q1 2025

A detailed history of Compass Planning Associates Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 919 shares of IWM stock, worth $192,098. This represents 0.19% of its overall portfolio holdings.

Number of Shares
919
Previous 917 0.22%
Holding current value
$192,098
Previous $203 Million 9.52%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Apr 14, 2025
BUY
$198.1 - $229.79 $396 - $459
2 Added 0.22%
919 $183 Million
Q4 2024

Feb 03, 2025
BUY
$216.13 - $242.4 $198,191 - $222,280
917 New
917 $203 Million

Others Institutions Holding IWM

# of Institutions
2,858
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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