Holistic Planning, LLC Ishares Russell 2000 ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 1,930 shares of IWM stock, worth $428,305. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,930
Previous 1,891 2.06%
Holding current value
$428,305
Previous $398 Million 7.2%
% of portfolio
0.18%
Previous 0.31%

Shares

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

Nov 01, 2024
BUY
$200.87 - $224.6 $7,833 - $8,759
39 Added 2.06%
1,930 $426 Million
Q1 2024

May 01, 2024
SELL
$189.48 - $210.3 $40,359 - $44,793
-213 Reduced 10.12%
1,891 $398 Million
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $341,289 - $430,941
2,104 New
2,104 $422 Million

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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