Mps Loria Financial Planners, LLC Ishares Russell 2000 ETF Transaction History

Mps Loria Financial Planners, LLC

$332 Million
Q3 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 7,143 shares of IWM stock, worth $1.59 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

7,143

Previous 7,488 4.61%

Holding current value

$1.59 Million

Previous $1.52 Million 3.82%

% of portfolio

0.48%

Previous 0.49%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$200.87 - $224.6 $69,300 - $77,487	-345 Reduced 4.61%	7,143 $1.58 Million
Q2 2024 Jul 10, 2024	SELL	$192.84 - $209.44 $432,540 - $469,773	-2,243 Reduced 23.05%	7,488 $1.52 Million
Q1 2024 Apr 17, 2024	SELL	$189.48 - $210.3 $255,229 - $283,274	-1,347 Reduced 12.16%	9,731 $2.05 Million
Q4 2023 Feb 07, 2024	BUY	$162.21 - $204.82 $22,060 - $27,855	136 Added 1.24%	11,078 $2.22 Million
Q3 2023 Oct 20, 2023	SELL	$174.36 - $198.71 $115,600 - $131,744	-663 Reduced 5.71%	10,942 $1.93 Million
Q2 2023 Jul 21, 2023	SELL	$170.4 - $187.93 $210,444 - $232,093	-1,235 Reduced 9.62%	11,605 $2.17 Million
Q1 2023 Apr 11, 2023	SELL	$170.25 - $198.32 $4.04 Million - $4.7 Million	-23,718 Reduced 64.88%	12,840 $2.29 Million
Q4 2022 Jan 23, 2023	SELL	$166.81 - $188.05 $1.99 Million - $2.24 Million	-11,914 Reduced 24.58%	36,558 $0
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $15.2 Million - $18.6 Million	-92,699 Reduced 65.66%	48,472 $7.99 Million
Q2 2022 Jul 19, 2022	BUY	$163.9 - $207.91 $550,540 - $698,369	3,359 Added 2.44%	141,171 $23.9 Million
Q1 2022 May 10, 2022	BUY	$191.52 - $225.32 $1.34 Million - $1.58 Million	7,012 Added 5.36%	137,812 $28.3 Million
Q4 2021 Feb 07, 2022	BUY	$212.12 - $242.56 $737,753 - $843,623	3,478 Added 2.73%	130,800 $29.1 Million
Q3 2021 Oct 29, 2021	BUY	$211.73 - $231.39 $1.13 Million - $1.24 Million	5,353 Added 4.39%	127,322 $27.9 Million
Q2 2021 Jul 20, 2021	BUY	$211.85 - $232.89 $778,760 - $856,103	3,676 Added 3.11%	121,969 $28 Million
Q1 2021 May 03, 2021	SELL	$193.5 - $234.42 $4.55 Million - $5.51 Million	-23,503 Reduced 16.58%	118,293 $26.1 Million
Q4 2020 Feb 02, 2021	SELL	$152.18 - $199.14 $516,042 - $675,283	-3,391 Reduced 2.34%	141,796 $27.4 Million
Q3 2020 Oct 13, 2020	SELL	$139.07 - $158.46 $1.03 Million - $1.17 Million	-7,387 Reduced 4.84%	145,187 $21.7 Million
Q2 2020 Aug 13, 2020	BUY	$104.62 - $153.09 $3.87 Million - $5.66 Million	36,965 Added 31.97%	152,574 $21.8 Million
Q1 2020 May 01, 2020	BUY	$99.9 - $169.53 $484,814 - $822,729	4,853 Added 4.38%	115,609 $13.2 Million
Q4 2019 Feb 07, 2020	BUY	$146.46 - $166.68 $178,974 - $203,682	1,222 Added 1.12%	110,756 $18.3 Million
Q3 2019 Nov 12, 2019	BUY	$144.85 - $157.9 $166,577 - $181,585	1,150 Added 1.06%	109,534 $16.6 Million
Q2 2019 Jul 31, 2019	BUY	$145.86 - $160.71 $424,452 - $467,666	2,910 Added 2.76%	108,384 $16.9 Million
Q1 2019 Apr 25, 2019	SELL	$132.25 - $158.24 $87,814 - $105,071	-664 Reduced 0.63%	105,474 $16.1 Million
Q4 2018 Jan 10, 2019	BUY	$125.88 - $166.33 $492,316 - $650,516	3,911 Added 3.83%	106,138 $14.2 Million
Q3 2018 Nov 08, 2018	BUY	$164.2 - $173.02 $166,170 - $175,096	1,012 Added 1.0%	102,227 $17 Million
Q2 2018 Aug 02, 2018	BUY	$148.13 - $169.97 $480,385 - $551,212	3,243 Added 3.31%	101,215 $16.6 Million
Q1 2018 Apr 20, 2018	BUY	$145.44 - $159.96 $140,785 - $154,841	968 Added 1.0%	97,972 $14.9 Million
Q4 2017 Jan 24, 2018	SELL	$145.63 - $154.3 $149,562 - $158,466	-1,027 Reduced 1.05%	97,004 $14.8 Million
Q3 2017 Oct 24, 2017	BUY	$144.61 - $148.18 $101,227 - $103,726	700 Added 0.72%	98,031 $14.5 Million
Q2 2017 Sep 18, 2017	BUY	N/A	97,331	97,331 $13.4 Million

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

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 Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Account

Mps Loria Financial Planners, LLC Ishares Russell 2000 ETF Transaction History