Plante Moran Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History

Plante Moran Financial Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,600 shares of IWM stock, worth $587,522. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,600

Previous 2,201 18.13%

Holding current value

$587,522

Previous $486,000 18.11%

% of portfolio

0.05%

Previous 0.04%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$216.13 - $242.4 $86,235 - $96,717	399 Added 18.13%	2,600 $574,000
Q3 2024 Oct 30, 2024	SELL	$200.87 - $224.6 $72,112 - $80,631	-359 Reduced 14.02%	2,201 $486,000
Q2 2024 Aug 12, 2024	SELL	$192.84 - $209.44 $95,262 - $103,463	-494 Reduced 16.18%	2,560 $519,000
Q1 2024 May 09, 2024	SELL	$189.48 - $210.3 $15,537 - $17,244	-82 Reduced 2.61%	3,054 $642,000
Q4 2023 Feb 05, 2024	SELL	$162.21 - $204.82 $69,101 - $87,253	-426 Reduced 11.96%	3,136 $629,000
Q3 2023 Nov 07, 2023	SELL	$174.36 - $198.71 $36,964 - $42,126	-212 Reduced 5.62%	3,562 $629,000
Q2 2023 Aug 07, 2023	BUY	$170.4 - $187.93 $170 - $187	1 Added 0.03%	3,774 $706,000
Q1 2023 May 08, 2023	SELL	$170.25 - $198.32 $181,827 - $211,805	-1,068 Reduced 22.06%	3,773 $673,000
Q4 2022 Feb 09, 2023	BUY	$166.81 - $188.05 $21,685 - $24,446	130 Added 2.76%	4,841 $844,000
Q3 2022 Nov 02, 2022	BUY	$164.17 - $201.07 $5,581 - $6,836	34 Added 0.73%	4,711 $777,000
Q2 2022 Aug 02, 2022	BUY	$163.9 - $207.91 $192,254 - $243,878	1,173 Added 33.48%	4,677 $792,000
Q1 2022 May 06, 2022	SELL	$191.52 - $225.32 $391,658 - $460,779	-2,045 Reduced 36.85%	3,504 $719,000
Q4 2021 Feb 09, 2022	BUY	$212.12 - $242.56 $116,666 - $133,408	550 Added 11.0%	5,549 $1.23 Million
Q3 2021 Nov 08, 2021	BUY	$211.73 - $231.39 $51,238 - $55,996	242 Added 5.09%	4,999 $1.09 Million
Q2 2021 Aug 10, 2021	BUY	$211.85 - $232.89 $34,107 - $37,495	161 Added 3.5%	4,757 $1.09 Million
Q1 2021 May 13, 2021	SELL	$193.5 - $234.42 $104,103 - $126,117	-538 Reduced 10.48%	4,596 $1.02 Million
Q4 2020 Feb 09, 2021	BUY	$152.18 - $199.14 $74,111 - $96,981	487 Added 10.48%	5,134 $1.01 Million
Q3 2020 Nov 12, 2020	BUY	$139.07 - $158.46 $36,575 - $41,674	263 Added 6.0%	4,647 $696,000
Q2 2020 Aug 10, 2020	SELL	$104.62 - $153.09 $519,019 - $759,479	-4,961 Reduced 53.09%	4,384 $628,000
Q1 2020 May 07, 2020	BUY	$99.9 - $169.53 $103,096 - $174,954	1,032 Added 12.41%	9,345 $1.07 Million
Q4 2019 Feb 14, 2020	SELL	$146.46 - $166.68 $1.43 Million - $1.63 Million	-9,760 Reduced 54.0%	8,313 $1.38 Million
Q3 2019 Nov 13, 2019	SELL	$144.85 - $157.9 $88,068 - $96,003	-608 Reduced 3.25%	18,073 $2.74 Million
Q2 2019 Aug 13, 2019	SELL	$145.86 - $160.71 $170,802 - $188,191	-1,171 Reduced 5.9%	18,681 $2.91 Million
Q1 2019 May 13, 2019	BUY	$132.25 - $158.24 $167,693 - $200,648	1,268 Added 6.82%	19,852 $3.04 Million
Q4 2018 Jan 29, 2019	BUY	$125.88 - $166.33 $625,245 - $826,161	4,967 Added 36.48%	18,584 $2.49 Million
Q3 2018 Nov 09, 2018	SELL	$164.2 - $173.02 $111,163 - $117,134	-677 Reduced 4.74%	13,617 $2.3 Million
Q2 2018 Jul 26, 2018	SELL	$148.13 - $169.97 $46,068 - $52,860	-311 Reduced 2.13%	14,294 $2.34 Million
Q1 2018 May 01, 2018	SELL	$145.44 - $159.96 $13,235 - $14,556	-91 Reduced 0.62%	14,605 $2.22 Million
Q4 2017 Feb 01, 2018	SELL	$145.63 - $154.3 $541,889 - $574,150	-3,721 Reduced 20.2%	14,696 $2.24 Million
Q3 2017 Nov 08, 2017	BUY	$144.61 - $148.18 $2.66 Million - $2.73 Million	18,417	18,417 $2.73 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

Ticker IWM
Sector ETFs
Industry ETFs

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Plante Moran Financial Advisors, LLC Ishares Russell 2000 ETF Transaction History