Intrepid Financial Planning Group LLC Ishares Russell 2000 ETF Transaction History

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024

A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 7,175 shares of IWM stock, worth $1.59 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
7,175
Previous 6,391 12.27%
Holding current value
$1.59 Million
Previous $1.3 Million 22.22%
% of portfolio
0.68%
Previous 0.56%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$200.87 - $224.6 $157,482 - $176,086
784 Added 12.27%
7,175 $1.58 Million
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $7,906 - $8,587
41 Added 0.65%
6,391 $1.3 Million
Q1 2024

May 13, 2024
BUY
$189.48 - $210.3 $11,179 - $12,407
59 Added 0.94%
6,350 $1.34 Million
Q4 2023

Feb 13, 2024
SELL
$162.21 - $204.82 $36,983 - $46,698
-228 Reduced 3.5%
6,291 $1.26 Million
Q3 2023

Nov 03, 2023
SELL
$174.36 - $198.71 $5,056 - $5,762
-29 Reduced 0.44%
6,519 $1.15 Million
Q2 2023

Aug 09, 2023
BUY
$170.4 - $187.93 $10,564 - $11,651
62 Added 0.96%
6,548 $1.23 Million
Q1 2023

May 02, 2023
SELL
$170.25 - $198.32 $41,030 - $47,795
-241 Reduced 3.58%
6,486 $1.16 Million
Q4 2022

Feb 02, 2023
SELL
$166.81 - $188.05 $11,009 - $12,411
-66 Reduced 0.97%
6,727 $1.17 Million
Q3 2022

Nov 07, 2022
BUY
$164.17 - $201.07 $1,641 - $2,010
10 Added 0.15%
6,793 $1.12 Million
Q2 2022

Aug 15, 2022
BUY
$163.9 - $207.91 $1.11 Million - $1.41 Million
6,783 New
6,783 $1.15 Million

Others Institutions Holding IWM

# of Institutions
2,663
Shares Held
308M
Call Options Held
232M
Put Options Held
524M
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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