Holistic Planning, LLC Ishares Russell 2000 ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 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 1,891 shares of IWM stock, worth $413,807. This represents 0.31% of its overall portfolio holdings.

Number of Shares
1,891
Previous 1,891 -0.0%
Holding current value
$413,807
Previous $398 Million -0.0%
% of portfolio
0.31%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,543
Shares Held
293M
Call Options Held
232M
Put Options Held
363M
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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