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

Lakeshore Financial Planning, Inc.

$240 Billion
Q1 2025

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 8,535 shares of IWM stock, worth $1.75 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

8,535

Previous 9,337 8.59%

Holding current value

$1.75 Million

Previous $2.06 Billion 17.48%

% of portfolio

0.71%

Previous 0.88%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$198.1 - $229.79 $158,876 - $184,291	-802 Reduced 8.59%	8,535 $1.7 Billion
Q4 2024 Feb 11, 2025	BUY	$216.13 - $242.4 $51,655 - $57,933	239 Added 2.63%	9,337 $2.06 Billion
Q3 2024 Oct 31, 2024	BUY	$200.87 - $224.6 $3,615 - $4,042	18 Added 0.2%	9,098 $2.01 Billion
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

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lakeshore Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lakeshore Financial Planning, Inc. with notifications on news.

Account

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