Lakeshore Financial Planning, Inc. Ishares Russell 2000 ETF Transaction History

Lakeshore Financial Planning, Inc.

  • $205 Billion
  • Q2 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 9,080 shares of IWM stock, worth $1.98 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
9,080
Previous 9,171 0.99%
Holding current value
$1.98 Million
Previous $1.93 Billion 4.48%
% of portfolio
0.9%
Previous 0.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
SELL
$192.84 - $209.44 $17,548 - $19,059
-91 Reduced 0.99%
9,080 $1.84 Billion
Q1 2024

May 10, 2024
SELL
$189.48 - $210.3 $126,762 - $140,690
-669 Reduced 6.8%
9,171 $1.93 Billion
Q3 2023

Nov 14, 2023
BUY
$174.36 - $198.71 $1.72 Million - $1.96 Million
9,840 New
9,840 $1.74 Billion

Others Institutions Holding IWM

# of Institutions
2,544
Shares Held
294M
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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