Zimmermann Investment Management & Planning LLC Ishares Tr Russell 200 ETF Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$126.32 - $140.44 $6.55 Million - $7.28 Million	51,831 Added 256.65%	72,026 $10.1 Million
Q2 2024 Jul 26, 2024	BUY	$120.51 - $134.58 $37,478 - $41,854	311 Added 1.56%	20,195 $2.71 Million
Q1 2024 Apr 22, 2024	SELL	$113.2 - $127.12 $24,677 - $27,712	-218 Reduced 1.08%	19,884 $2.53 Million
Q4 2023 Jan 22, 2024	SELL	$99.76 - $115.49 $89,384 - $103,479	-896 Reduced 4.27%	20,102 $2.31 Million
Q3 2023 Oct 31, 2023	BUY	$103.05 - $110.14 $25,556 - $27,314	248 Added 1.2%	20,998 $2.17 Million
Q2 2023 Jul 13, 2023	BUY	$96.37 - $106.64 $17,057 - $18,875	177 Added 0.86%	20,750 $2.21 Million
Q1 2023 Apr 25, 2023	SELL	$89.07 - $98.04 $409,009 - $450,199	-4,592 Reduced 18.25%	20,573 $2 Million
Q4 2022 Jan 20, 2023	SELL	$84.55 - $96.02 $1.23 Million - $1.4 Million	-14,574 Reduced 36.67%	25,165 $0
Q3 2022 Nov 01, 2022	BUY	$84.9 - $102.29 $37,356 - $45,007	440 Added 1.12%	39,739 $3.37 Million
Q2 2022 Jul 28, 2022	BUY	$86.81 - $109.4 $40,713 - $51,308	469 Added 1.21%	39,299 $3.53 Million
Q1 2022 Apr 18, 2022	SELL	$99.32 - $114.92 $48,666 - $56,310	-490 Reduced 1.25%	38,830 $4.2 Million
Q4 2021 Feb 03, 2022	BUY	$102.63 - $114.76 $4.04 Million - $4.51 Million	39,320 New	39,320 $4.48 Million

Others Institutions Holding IWL

# of Institutions

217

Shares Held

8.41M

Call Options Held

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