Cypress Financial Planning LLC Ishares Russell 2000 ETF Transaction History

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025

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 2,004 shares of IWM stock, worth $401,701. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,004
Previous 1,998 0.3%
Holding current value
$401,701
Previous $441,000 9.07%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Apr 09, 2025
BUY
$198.1 - $229.79 $1,188 - $1,378
6 Added 0.3%
2,004 $401,000
Q4 2024

Jan 13, 2025
BUY
$216.13 - $242.4 $648 - $727
3 Added 0.15%
1,998 $441,000
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

# of Institutions
2,946
Shares Held
301M
Call Options Held
213M
Put Options Held
497M
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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