Vertex Planning Partners, LLC Ishares Russell 2000 ETF Transaction History

Vertex Planning Partners, LLC

  • $385 Billion
  • Q2 2024

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 1,019 shares of IWM stock, worth $222,987. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,019
Previous 1,125 9.42%
Holding current value
$222,987
Previous $237 Million 12.58%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,544
Shares Held
293M
Call Options Held
232M
Put Options Held
363M
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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