Pds Planning, Inc Ishares Russell 2000 ETF Transaction History

Pds Planning, Inc

$1.11 Billion
Q4 2024

A detailed history of Pds Planning, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pds Planning, Inc holds 1,117 shares of IWM stock, worth $252,106. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,117

Previous 1,088 2.67%

Holding current value

$252,106

Previous $240,000 2.5%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$216.13 - $242.4 $6,267 - $7,029	29 Added 2.67%	1,117 $246,000
Q2 2024 Aug 07, 2024	BUY	$192.84 - $209.44 $109,340 - $118,752	567 Added 108.83%	1,088 $220,000
Q1 2024 May 01, 2024	BUY	$189.48 - $210.3 $98,719 - $109,566	521 New	521 $109,000
Q2 2022 Jul 15, 2022	SELL	$163.9 - $207.91 $91,292 - $115,805	-557 Closed	0 $0
Q4 2021 Jan 25, 2022	SELL	$212.12 - $242.56 $33,939 - $38,809	-160 Reduced 22.32%	557 $124,000
Q2 2021 Jul 26, 2021	BUY	$211.85 - $232.89 $211 - $232	1 Added 0.14%	717 $164,000
Q1 2021 Apr 20, 2021	SELL	$193.5 - $234.42 $10,449 - $12,658	-54 Reduced 7.01%	716 $158,000
Q4 2020 Jan 21, 2021	BUY	$152.18 - $199.14 $117,178 - $153,337	770 New	770 $151,000
Q1 2018 May 03, 2018	SELL	$145.44 - $159.96 $204,924 - $225,383	-1,409 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$145.63 - $154.3 $205,192 - $217,408	1,409	1,409 $215,000

Others Institutions Holding IWM

# of Institutions

2,827

Shares Held

307M

Call Options Held

230M

Put Options Held

527M

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 Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.

Account