Life Steps Financial, Inc. Ishares Russell 2000 ETF Transaction History

Life Steps Financial, Inc.

$123 Million
Q1 2025

A detailed history of Life Steps Financial, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Life Steps Financial, Inc. holds 12,211 shares of IWM stock, worth $2.38 Million. This represents 1.98% of its overall portfolio holdings.

Number of Shares

12,211

Previous 12,354 1.16%

Holding current value

$2.38 Million

Previous $2.73 Million 10.77%

% of portfolio

1.98%

Previous 2.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$198.1 - $229.79 $28,328 - $32,859	-143 Reduced 1.16%	12,211 $2.44 Million
Q4 2024 Feb 03, 2025	SELL	$216.13 - $242.4 $11,022 - $12,362	-51 Reduced 0.41%	12,354 $2.73 Million
Q3 2024 Oct 16, 2024	SELL	$200.87 - $224.6 $73,719 - $82,428	-367 Reduced 2.87%	12,405 $2.74 Million
Q2 2024 Jul 17, 2024	SELL	$192.84 - $209.44 $163,335 - $177,395	-847 Reduced 6.22%	12,772 $2.59 Million
Q1 2024 Apr 26, 2024	SELL	$189.48 - $210.3 $203,501 - $225,862	-1,074 Reduced 7.31%	13,619 $2.86 Million
Q4 2023 Jan 18, 2024	SELL	$162.21 - $204.82 $55,638 - $70,253	-343 Reduced 2.28%	14,693 $2.95 Million
Q3 2023 Oct 25, 2023	SELL	$174.36 - $198.71 $9,589 - $10,929	-55 Reduced 0.36%	15,036 $2.66 Million
Q2 2023 Jul 14, 2023	SELL	$170.4 - $187.93 $122,517 - $135,121	-719 Reduced 4.55%	15,091 $2.83 Million
Q1 2023 Apr 12, 2023	SELL	$170.25 - $198.32 $82,571 - $96,185	-485 Reduced 2.98%	15,810 $2.82 Million
Q4 2022 Jan 18, 2023	SELL	$166.81 - $188.05 $44,871 - $50,585	-269 Reduced 1.62%	16,295 $0
Q3 2022 Oct 14, 2022	SELL	$164.17 - $201.07 $131,828 - $161,459	-803 Reduced 4.62%	16,564 $2.73 Million
Q2 2022 Jul 13, 2022	SELL	$163.9 - $207.91 $68,346 - $86,698	-417 Reduced 2.34%	17,367 $2.94 Million
Q1 2022 Apr 12, 2022	SELL	$191.52 - $225.32 $142,490 - $167,638	-744 Reduced 4.02%	17,784 $3.65 Million
Q4 2021 Jan 26, 2022	SELL	$212.12 - $242.56 $13,151 - $15,038	-62 Reduced 0.33%	18,528 $4.12 Million
Q2 2021 Jul 09, 2021	BUY	$211.85 - $232.89 $120,754 - $132,747	570 Added 3.16%	18,590 $4.26 Million
Q1 2021 Apr 20, 2021	BUY	$193.5 - $234.42 $52,051 - $63,058	269 Added 1.52%	18,020 $3.98 Million
Q4 2020 Jan 25, 2021	SELL	$152.18 - $199.14 $16,283 - $21,307	-107 Reduced 0.6%	17,751 $3.48 Million
Q3 2020 Oct 21, 2020	BUY	$139.07 - $158.46 $3,198 - $3,644	23 Added 0.13%	17,858 $2.68 Million
Q2 2020 Aug 05, 2020	SELL	$104.62 - $153.09 $80,871 - $118,338	-773 Reduced 4.15%	17,835 $2.55 Million
Q1 2020 May 21, 2020	SELL	$99.9 - $169.53 $19,780 - $33,566	-198 Reduced 1.05%	18,608 $2.13 Million
Q4 2019 Jan 30, 2020	BUY	$146.46 - $166.68 $2.75 Million - $3.13 Million	18,806 New	18,806 $3.12 Million

Others Institutions Holding IWM

# of Institutions

2,893

Shares Held

299M

Call Options Held

213M

Put Options Held

498M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Life Steps Financial, Inc. Ishares Russell 2000 ETF Transaction History