Center For Financial Planning, Inc. Ishares Russell2000 Val ETF Transaction History

Center For Financial Planning, Inc.

$748 Million
Q4 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 4,760 shares of IWN stock, worth $663,210. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,760

Previous 4,760 -0.0%

Holding current value

$663,210

Previous $794,000 1.64%

% of portfolio

0.1%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$150.05 - $171.34 $18,006 - $20,560	-120 Reduced 2.46%	4,760 $794,000
Q4 2023 Jan 29, 2024	SELL	$125.51 - $158.2 $3,765 - $4,746	-30 Reduced 0.61%	4,880 $758,000
Q3 2023 Oct 24, 2023	SELL	$133.8 - $151.24 $46,830 - $52,934	-350 Reduced 6.65%	4,910 $665,000
Q2 2023 Aug 09, 2023	BUY	$128.93 - $142.33 $3,867 - $4,269	30 Added 0.57%	5,260 $740,000
Q1 2023 May 02, 2023	SELL	$130.78 - $156.96 $48,780 - $58,546	-373 Reduced 6.66%	5,230 $716,000
Q4 2022 Jan 27, 2023	BUY	$131.32 - $149.64 $919 - $1,047	7 Added 0.13%	5,603 $0
Q2 2022 Aug 12, 2022	SELL	$134.47 - $162.71 $618,562 - $748,466	-4,600 Reduced 45.12%	5,596 $762,000
Q1 2022 May 03, 2022	BUY	$151.25 - $169.21 $695,750 - $778,366	4,600 Added 82.2%	10,196 $1.65 Million
Q4 2021 Feb 08, 2022	SELL	$157.31 - $176.88 $7,550 - $8,490	-48 Reduced 0.85%	5,596 $929,000
Q3 2021 Oct 27, 2021	SELL	$152.99 - $167.43 $33,504 - $36,667	-219 Reduced 3.74%	5,644 $904,000
Q2 2021 Jul 29, 2021	SELL	$156.91 - $173.97 $6,747 - $7,480	-43 Reduced 0.73%	5,863 $972,000
Q4 2020 Feb 09, 2021	SELL	$100.9 - $132.3 $42,579 - $55,830	-422 Reduced 6.67%	5,906 $778,000
Q3 2020 Nov 12, 2020	SELL	$91.58 - $108.28 $95,060 - $112,394	-1,038 Reduced 14.09%	6,328 $629,000
Q2 2020 Aug 06, 2020	BUY	$74.44 - $109.12 $357,758 - $524,430	4,806 Added 187.73%	7,366 $718,000
Q1 2020 May 11, 2020	BUY	$71.79 - $129.5 $183,782 - $331,520	2,560 New	2,560 $210,000

Others Institutions Holding IWN

# of Institutions

1,140

Shares Held

61.5M

Call Options Held

540K

Put Options Held

149K

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About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
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Center For Financial Planning, Inc. Ishares Russell2000 Val ETF Transaction History