Compass Planning Associates Inc Ishares Russell 2000 ETF Transaction History

Compass Planning Associates Inc

  • $109 Billion
  • Q3 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 925 shares of IWM stock, worth $226,680. This represents 0.21% of its overall portfolio holdings.

Number of Shares
925
Previous 922 0.33%
Holding current value
$226,680
Previous $199 Million 12.44%
% of portfolio
0.21%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$214.92 - $244.84 $644 - $734
3 Added 0.33%
925 $224 Million
Q2 2025

Jul 21, 2025
BUY
$174.82 - $215.79 $524 - $647
3 Added 0.33%
922 $199 Million
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
2,944
Shares Held
304M
Call Options Held
284M
Put Options Held
615M
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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