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

Mps Loria Financial Planners, LLC

  • $338 Million
  • Q4 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 6,150 shares of IWM stock, worth $1.39 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
6,150
Previous 7,143 13.9%
Holding current value
$1.39 Million
Previous $1.58 Million 13.89%
% of portfolio
0.4%
Previous 0.48%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
SELL
$216.13 - $242.4 $214,617 - $240,703
-993 Reduced 13.9%
6,150 $1.36 Million
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
2,910
Shares Held
310M
Call Options Held
204M
Put Options Held
488M
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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