Platt Investment Counsel, LLC Ishares Russell 2000 ETF Transaction History

Platt Investment Counsel, LLC

$104 Million
Q4 2024

A detailed history of Platt Investment Counsel, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Platt Investment Counsel, LLC holds 73,252 shares of IWM stock, worth $16.7 Million. This represents 15.49% of its overall portfolio holdings.

Number of Shares

73,252

Previous 88,308 17.05%

Holding current value

$16.7 Million

Previous $19.5 Million 17.03%

% of portfolio

15.49%

Previous 17.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$216.13 - $242.4 $3.25 Million - $3.65 Million	-15,056 Reduced 17.05%	73,252 $16.2 Million
Q3 2024 Oct 24, 2024	BUY	$200.87 - $224.6 $1.41 Million - $1.58 Million	7,039 Added 8.66%	88,308 $19.5 Million
Q2 2024 Jul 16, 2024	BUY	$192.84 - $209.44 $729,513 - $792,311	3,783 Added 4.88%	81,269 $16.5 Million
Q1 2024 Apr 19, 2024	BUY	$189.48 - $210.3 $2.03 Million - $2.26 Million	10,731 Added 16.08%	77,486 $16.3 Million
Q4 2023 Jan 09, 2024	SELL	$162.21 - $204.82 $2.48 Million - $3.13 Million	-15,303 Reduced 18.65%	66,755 $13.4 Million
Q3 2023 Oct 10, 2023	SELL	$174.36 - $198.71 $125,190 - $142,673	-718 Reduced 0.87%	82,058 $14.5 Million
Q2 2023 Jul 13, 2023	BUY	$170.4 - $187.93 $2.69 Million - $2.97 Million	15,781 Added 23.56%	82,776 $15.5 Million
Q1 2023 Apr 06, 2023	BUY	$170.25 - $198.32 $2.55 Million - $2.97 Million	14,968 Added 28.77%	66,995 $12 Million
Q4 2022 Jan 17, 2023	SELL	$166.81 - $188.05 $328,949 - $370,834	-1,972 Reduced 3.65%	52,027 $0
Q3 2022 Oct 12, 2022	SELL	$164.17 - $201.07 $115,739 - $141,754	-705 Reduced 1.29%	53,999 $8.91 Million
Q2 2022 Jul 11, 2022	SELL	$163.9 - $207.91 $6.15 Million - $7.8 Million	-37,540 Reduced 40.7%	54,704 $9.27 Million
Q1 2022 Apr 18, 2022	BUY	$191.52 - $225.32 $3.14 Million - $3.7 Million	16,405 Added 21.63%	92,244 $18.9 Million
Q4 2021 Jan 13, 2022	BUY	$212.12 - $242.56 $175,211 - $200,354	826 Added 1.1%	75,839 $16.9 Million
Q3 2021 Oct 08, 2021	BUY	$211.73 - $231.39 $87,021 - $95,101	411 Added 0.55%	75,013 $16.4 Million
Q2 2021 Jul 14, 2021	BUY	$211.85 - $232.89 $343,620 - $377,747	1,622 Added 2.22%	74,602 $17.1 Million
Q1 2021 May 12, 2021	BUY	$193.5 - $234.42 $5.38 Million - $6.52 Million	27,799 Added 61.53%	72,980 $16.1 Million
Q4 2020 May 05, 2021	BUY	$152.18 - $199.14 $6.88 Million - $9 Million	45,181 New	45,181 $8.86 Million

Others Institutions Holding IWM

# of Institutions

2,723

Shares Held

306M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Platt Investment Counsel, LLC Ishares Russell 2000 ETF Transaction History