Planned Solutions, Inc. Ishares Russell 2000 ETF Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Planned Solutions, Inc. holds 6,997 shares of IWM stock, worth $1.57 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

6,997

Previous 6,988 0.13%

Holding current value

$1.57 Million

Previous $1.54 Million 9.2%

% of portfolio

0.61%

Previous 0.67%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$198.1 - $229.79 $1,782 - $2,068	9 Added 0.13%	6,997 $1.4 Million
Q4 2024 Jan 16, 2025	SELL	$216.13 - $242.4 $2,377 - $2,666	-11 Reduced 0.16%	6,988 $1.54 Million
Q3 2024 Oct 08, 2024	BUY	$200.87 - $224.6 $4,017 - $4,492	20 Added 0.29%	6,999 $1.55 Million
Q2 2024 Jul 24, 2024	BUY	$192.84 - $209.44 $3,278 - $3,560	17 Added 0.24%	6,979 $1.42 Million
Q1 2024 Apr 26, 2024	BUY	$189.48 - $210.3 $2,842 - $3,154	15 Added 0.22%	6,962 $1.46 Million
Q4 2023 Jan 17, 2024	BUY	$162.21 - $204.82 $12,814 - $16,180	79 Added 1.15%	6,947 $1.39 Million
Q3 2023 Feb 06, 2024	SELL	$174.36 - $198.71 $13,774 - $15,698	-79 Reduced 1.14%	6,868 $1.21 Million
Q2 2023 Jul 11, 2023	BUY	$170.4 - $187.93 $2,726 - $3,006	16 Added 0.23%	6,868 $1.29 Million
Q1 2023 Apr 12, 2023	BUY	$170.25 - $198.32 $3,575 - $4,164	21 Added 0.31%	6,852 $1.22 Million
Q4 2022 Jan 25, 2023	BUY	$166.81 - $188.05 $9,508 - $10,718	57 Added 0.84%	6,831 $0
Q2 2022 Jul 14, 2022	BUY	$163.9 - $207.91 $2,950 - $3,742	18 Added 0.27%	6,774 $1.15 Million
Q1 2022 Apr 08, 2022	BUY	$191.52 - $225.32 $2,106 - $2,478	11 Added 0.16%	6,756 $1.39 Million
Q4 2021 Feb 03, 2022	BUY	$212.12 - $242.56 $7,424 - $8,489	35 Added 0.52%	6,745 $1.5 Million
Q2 2021 Jul 21, 2021	BUY	$211.85 - $232.89 $98,510 - $108,293	465 Added 7.45%	6,710 $1.54 Million
Q1 2021 Apr 29, 2021	BUY	$193.5 - $234.42 $65,403 - $79,233	338 Added 5.72%	6,245 $1.38 Million
Q4 2020 Jan 29, 2021	BUY	$152.18 - $199.14 $2,587 - $3,385	17 Added 0.29%	5,907 $1.16 Million
Q3 2020 Nov 06, 2020	BUY	$139.07 - $158.46 $819,122 - $933,329	5,890 New	5,890 $882,000

Others Institutions Holding IWM

# of Institutions

2,895

Shares Held

315M

Call Options Held

231M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Planned Solutions, Inc. Ishares Russell 2000 ETF Transaction History