A detailed history of Retirement Planning CO Of New England, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Retirement Planning CO Of New England, Inc. holds 1,505 shares of IWM stock, worth $333,989. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,505
Previous 1,515 0.66%
Holding current value
$333,989
Previous $307,000 8.14%
% of portfolio
0.17%
Previous 0.17%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$200.87 - $224.6 $2,008 - $2,246
-10 Reduced 0.66%
1,505 $332,000
Q2 2024

Aug 08, 2024

SELL
$192.84 - $209.44 $25,069 - $27,227
-130 Reduced 7.9%
1,515 $307,000
Q1 2024

May 06, 2024

BUY
$189.48 - $210.3 $3,789 - $4,206
20 Added 1.23%
1,645 $345,000
Q4 2023

Feb 12, 2024

BUY
$162.21 - $204.82 $263,591 - $332,832
1,625 New
1,625 $326,000
Q1 2022

May 06, 2022

SELL
$191.52 - $225.32 $164,898 - $194,000
-861 Closed
0 $0
Q4 2021

Feb 08, 2022

BUY
$212.12 - $242.56 $182,635 - $208,844
861 New
861 $191,000

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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