Comprehensive Financial Planning, Inc./Pa Ishares Russell 2000 ETF Transaction History

Comprehensive Financial Planning, Inc./Pa

  • $146 Billion
  • Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 234 shares of IWM stock, worth $55,570. This represents 0.04% of its overall portfolio holdings.

Number of Shares
234
Previous 234 -0.0%
Holding current value
$55,570
Previous $50.4 Million 12.41%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
$174.82 - $215.79 $54,893 - $67,758
-314 Reduced 57.3%
234 $50.4 Million
Q1 2025

May 09, 2025
SELL
$198.1 - $229.79 $41,402 - $48,026
-209 Reduced 27.61%
548 $109 Million
Q4 2024

Jan 28, 2025
BUY
$216.13 - $242.4 $163,610 - $183,496
757 New
757 $167 Million

Others Institutions Holding IWM

# of Institutions
3,048
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
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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