Vertex Planning Partners, LLC Ishares Russell 2000 ETF Transaction History

Vertex Planning Partners, LLC

$458 Billion
Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,115 shares of IWM stock, worth $228,653. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,115

Previous 1,158 3.71%

Holding current value

$228,653

Previous $256 Million 13.06%

% of portfolio

0.05%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$198.1 - $229.79 $8,518 - $9,880	-43 Reduced 3.71%	1,115 $223 Million
Q4 2024 Feb 12, 2025	BUY	$216.13 - $242.4 $31,338 - $35,148	145 Added 14.31%	1,158 $256 Million
Q3 2024 Nov 07, 2024	SELL	$200.87 - $224.6 $1,205 - $1,347	-6 Reduced 0.59%	1,013 $224 Million
Q2 2024 Aug 13, 2024	SELL	$192.84 - $209.44 $20,441 - $22,200	-106 Reduced 9.42%	1,019 $207 Million
Q1 2024 May 13, 2024	SELL	$189.48 - $210.3 $3,979 - $4,416	-21 Reduced 1.83%	1,125 $237 Million
Q4 2023 Feb 14, 2024	BUY	$162.21 - $204.82 $162 - $204	1 Added 0.09%	1,146 $230 Million
Q2 2023 Aug 14, 2023	SELL	$170.4 - $187.93 $5,793 - $6,389	-34 Reduced 2.88%	1,145 $214 Million
Q1 2023 May 16, 2023	BUY	$170.25 - $198.32 $200,724 - $233,819	1,179 New	1,179 $210 Million

Others Institutions Holding IWM

# of Institutions

2,856

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Vertex Planning Partners, LLC Ishares Russell 2000 ETF Transaction History