Lutz Financial Services LLC Ishares Russell 2000 ETF Transaction History

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,613 shares of IWM stock, worth $801,796. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,613
Previous 3,613 -0.0%
Holding current value
$801,796
Previous $733,000 8.87%
% of portfolio
0.06%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 07, 2024
SELL
$162.21 - $204.82 $13,139 - $16,590
-81 Reduced 2.19%
3,613 $725,000
Q3 2023

Nov 03, 2023
SELL
$174.36 - $198.71 $174 - $198
-1 Reduced 0.03%
3,694 $652,000
Q1 2023

May 01, 2023
SELL
$170.25 - $198.32 $56,693 - $66,040
-333 Reduced 8.27%
3,695 $659,000
Q2 2022

Jul 20, 2022
BUY
$163.9 - $207.91 $660,189 - $837,461
4,028 New
4,028 $682,000

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email