Total Wealth Planning & Management, Inc. Ishares Russell 2000 ETF Transaction History

Total Wealth Planning & Management, Inc.

  • $105 Billion
  • Q1 2025

A detailed history of Total Wealth Planning & Management, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 1,808 shares of IWM stock, worth $350,968. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,808
Previous 1,683 7.43%
Holding current value
$350,968
Previous $372 Million 3.01%
% of portfolio
0.34%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$198.1 - $229.79 $24,762 - $28,723
125 Added 7.43%
1,808 $361 Million
Q4 2024

Feb 28, 2025
BUY
$216.13 - $242.4 $363,746 - $407,959
1,683 New
1,683 $372 Million

Others Institutions Holding IWM

# of Institutions
2,901
Shares Held
301M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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