Lutz Financial Services LLC Ishares Russell 2000 ETF Transaction History

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Lutz Financial Services LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,647 shares of IWM stock, worth $866,089. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,647
Previous 3,647 -0.0%
Holding current value
$866,089
Previous $786,000 12.21%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$198.1 - $229.79 $15,848 - $18,383
-80 Reduced 2.15%
3,647 $727,000
Q4 2024

Feb 03, 2025
BUY
$216.13 - $242.4 $24,638 - $27,633
114 Added 3.16%
3,727 $823,000
Q4 2023

Feb 07, 2024
SELL
$162.21 - $204.82 $13,139 - $16,590
-81 Reduced 2.19%
3,613 $725,000
Q3 2023

Nov 03, 2023
SELL
$174.36 - $198.71 $174 - $198
-1 Reduced 0.03%
3,694 $652,000
Q1 2023

May 01, 2023
SELL
$170.25 - $198.32 $56,693 - $66,040
-333 Reduced 8.27%
3,695 $659,000
Q2 2022

Jul 20, 2022
BUY
$163.9 - $207.91 $660,189 - $837,461
4,028 New
4,028 $682,000

Others Institutions Holding IWM

# of Institutions
3,033
Shares Held
284M
Call Options Held
196M
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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