Ofc Financial Planning, LLC Ishares Russell 2000 ETF Transaction History

Ofc Financial Planning, LLC

  • $101 Billion
  • Q3 2025

A detailed history of Ofc Financial Planning, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Ofc Financial Planning, LLC holds 3,466 shares of IWM stock, worth $823,105. This represents 0.83% of its overall portfolio holdings.

Number of Shares
3,466
Previous 3,755 7.7%
Holding current value
$823,105
Previous $810 Million 3.5%
% of portfolio
0.83%
Previous 0.86%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$214.92 - $244.84 $62,111 - $70,758
-289 Reduced 7.7%
3,466 $839 Million
Q1 2025

May 14, 2025
SELL
$198.1 - $229.79 $16,640 - $19,302
-84 Reduced 2.19%
3,755 $749 Million
Q4 2024

Jan 23, 2025
BUY
$216.13 - $242.4 $829,723 - $930,573
3,839 New
3,839 $848 Million

Others Institutions Holding IWM

# of Institutions
3,021
Shares Held
284M
Call Options Held
197M
Put Options Held
484M
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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