Cypress Financial Planning LLC Ishares Russell 2000 ETF Transaction History

Cypress Financial Planning LLC

$270 Million
Q3 2024

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 $459,488. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,995

Previous 2,113 5.58%

Holding current value

$459,488

Previous $428,000 2.8%

% of portfolio

0.16%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,661

Shares Held

307M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Cypress Financial Planning LLC Ishares Russell 2000 ETF Transaction History