Wealth Plan Partners, LLC Ishares Russell 2000 ETF Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 17,949 shares of IWM stock, worth $3.95 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

17,949

Previous 19,841 9.54%

Holding current value

$3.95 Million

Previous $4.17 Billion 12.72%

% of portfolio

0.39%

Previous 0.43%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$192.84 - $209.44 $364,853 - $396,260	-1,892 Reduced 9.54%	17,949 $3.64 Billion
Q1 2024 May 07, 2024	BUY	$189.48 - $210.3 $3.09 Million - $3.43 Million	16,299 Added 460.16%	19,841 $4.17 Billion
Q4 2023 Jan 05, 2024	BUY	$162.21 - $204.82 $574,547 - $725,472	3,542 New	3,542 $711 Million
Q2 2023 Jul 31, 2023	SELL	$170.4 - $187.93 $133,082 - $146,773	-781 Reduced 56.8%	594 $111 Million
Q1 2023 May 10, 2023	SELL	$170.25 - $198.32 $89,211 - $103,919	-524 Reduced 27.59%	1,375 $245 Million
Q4 2022 Feb 16, 2023	SELL	$166.81 - $188.05 $990,851 - $1.12 Million	-5,940 Reduced 75.77%	1,899 $365 Million
Q1 2022 May 03, 2022	SELL	$191.52 - $225.32 $311,603 - $366,595	-1,627 Reduced 17.19%	7,839 $1.45 Million
Q4 2021 Feb 01, 2022	BUY	$212.12 - $242.56 $128,756 - $147,233	607 Added 6.85%	9,466 $1.91 Million
Q3 2021 Dec 09, 2021	BUY	$211.73 - $231.39 $464,323 - $507,438	2,193 Added 32.9%	8,859 $1.94 Million
Q2 2021 Aug 19, 2021	BUY	$211.85 - $232.89 $714,781 - $785,770	3,374 Added 102.49%	6,666 $1.49 Million
Q1 2021 May 11, 2021	BUY	$193.5 - $234.42 $156,348 - $189,411	808 Added 32.53%	3,292 $735,000
Q4 2020 Feb 09, 2021	BUY	$152.18 - $199.14 $378,015 - $494,663	2,484 New	2,484 $543,000
Q2 2019 Aug 19, 2019	SELL	$145.86 - $160.71 $194,868 - $214,708	-1,336 Closed	0 $0
Q1 2019 May 16, 2019	SELL	$132.25 - $158.24 $21,556 - $25,793	-163 Reduced 10.87%	1,336 $206,000
Q4 2018 Feb 20, 2019	SELL	$125.88 - $166.33 $72,758 - $96,138	-578 Reduced 27.83%	1,499 $234,000
Q3 2018 Nov 21, 2018	BUY	$164.2 - $173.02 $341,043 - $359,362	2,077 New	2,077 $303,000
Q2 2018 Aug 16, 2018	SELL	$148.13 - $169.97 $216,862 - $248,836	-1,464 Closed	0 $0
Q1 2018 May 16, 2018	BUY	$145.44 - $159.96 $212,924 - $234,181	1,464 New	1,464 $222,000

Others Institutions Holding IWM

# of Institutions

2,545

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
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Wealth Plan Partners, LLC Ishares Russell 2000 ETF Transaction History