Lakeshore Financial Planning, Inc. Ishares Russell 2000 ETF Transaction History

Lakeshore Financial Planning, Inc.

  • $234 Billion
  • Q4 2024

A detailed history of Lakeshore Financial Planning, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lakeshore Financial Planning, Inc. holds 9,337 shares of IWM stock, worth $2 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
9,337
Previous 9,098 2.63%
Holding current value
$2 Million
Previous $2.01 Billion 2.66%
% of portfolio
0.88%
Previous 0.89%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$216.13 - $242.4 $51,655 - $57,933
239 Added 2.63%
9,337 $2.06 Billion
Q3 2024

Oct 31, 2024
BUY
$200.87 - $224.6 $3,615 - $4,042
18 Added 0.2%
9,098 $2.01 Billion
Q2 2024

Jul 25, 2024
SELL
$192.84 - $209.44 $17,548 - $19,059
-91 Reduced 0.99%
9,080 $1.84 Billion
Q1 2024

May 10, 2024
SELL
$189.48 - $210.3 $126,762 - $140,690
-669 Reduced 6.8%
9,171 $1.93 Billion
Q3 2023

Nov 14, 2023
BUY
$174.36 - $198.71 $1.72 Million - $1.96 Million
9,840 New
9,840 $1.74 Billion

Others Institutions Holding IWM

# of Institutions
2,938
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
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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