A detailed history of Cypress Financial Planning LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,995 shares of IWM stock, worth $442,730. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,995
Previous 2,113 5.58%
Holding current value
$442,730
Previous $428,000 2.8%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Oct 07, 2024

SELL
$200.87 - $224.6 $23,702 - $26,502
-118 Reduced 5.58%
1,995 $440,000
Q2 2024

Jul 16, 2024

BUY
$192.84 - $209.44 $80,414 - $87,336
417 Added 24.59%
2,113 $428,000
Q1 2024

Apr 12, 2024

BUY
$189.48 - $210.3 $106,487 - $118,188
562 Added 49.56%
1,696 $356,000
Q4 2023

Jan 09, 2024

SELL
$162.21 - $204.82 $112,411 - $141,940
-693 Reduced 37.93%
1,134 $227,000
Q3 2023

Oct 10, 2023

SELL
$174.36 - $198.71 $30,513 - $34,774
-175 Reduced 8.74%
1,827 $322,000
Q2 2023

Jul 11, 2023

SELL
$170.4 - $187.93 $2,385 - $2,631
-14 Reduced 0.69%
2,002 $374,000
Q1 2023

Apr 07, 2023

BUY
$170.25 - $198.32 $8,512 - $9,916
50 Added 2.54%
2,016 $359,000
Q3 2022

Oct 13, 2022

SELL
$164.17 - $201.07 $9,850 - $12,064
-60 Reduced 2.96%
1,966 $324,000
Q2 2022

Jul 20, 2022

BUY
$163.9 - $207.91 $332,061 - $421,225
2,026 New
2,026 $343,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


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