Holistic Planning, LLC Ishares Russell 2000 ETF Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 2,145 shares of IWM stock, worth $529,214. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,145
Previous 1,947 10.17%
Holding current value
$529,214
Previous $388 Million 19.2%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$174.82 - $215.79 $34,614 - $42,726
198 Added 10.17%
2,145 $463 Million
Q1 2025

Apr 23, 2025
BUY
$198.1 - $229.79 $13,867 - $16,085
70 Added 3.73%
1,947 $388 Million
Q4 2024

Jan 24, 2025
SELL
$216.13 - $242.4 $11,454 - $12,847
-53 Reduced 2.75%
1,877 $415 Million
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
2,932
Shares Held
304M
Call Options Held
285M
Put Options Held
617M
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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