Pds Planning, Inc Ishares Russell 2000 ETF Transaction History

Pds Planning, Inc

$1.42 Billion
Q3 2025

A detailed history of Pds Planning, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pds Planning, Inc holds 1,088 shares of IWM stock, worth $258,378. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,088

Previous 1,088 -0.0%

Holding current value

$258,378

Previous $234,000 12.39%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$198.1 - $229.79 $5,744 - $6,663	-29 Reduced 2.6%	1,088 $217,000
Q4 2024 Feb 10, 2025	BUY	$216.13 - $242.4 $6,267 - $7,029	29 Added 2.67%	1,117 $246,000
Q2 2024 Aug 07, 2024	BUY	$192.84 - $209.44 $109,340 - $118,752	567 Added 108.83%	1,088 $220,000
Q1 2024 May 01, 2024	BUY	$189.48 - $210.3 $98,719 - $109,566	521 New	521 $109,000
Q2 2022 Jul 15, 2022	SELL	$163.9 - $207.91 $91,292 - $115,805	-557 Closed	0 $0

Q4 2021 Jan 25, 2022	SELL	$212.12 - $242.56 $33,939 - $38,809	-160 Reduced 22.32%	557 $124,000
Q2 2021 Jul 26, 2021	BUY	$211.85 - $232.89 $211 - $232	1 Added 0.14%	717 $164,000
Q1 2021 Apr 20, 2021	SELL	$193.5 - $234.42 $10,449 - $12,658	-54 Reduced 7.01%	716 $158,000
Q4 2020 Jan 21, 2021	BUY	$152.18 - $199.14 $117,178 - $153,337	770 New	770 $151,000
Q1 2018 May 03, 2018	SELL	$145.44 - $159.96 $204,924 - $225,383	-1,409 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	$145.63 - $154.3 $205,192 - $217,408	1,409	1,409 $215,000

Others Institutions Holding IWM

# of Institutions

3,029

Shares Held

284M

Call Options Held

197M

Put Options Held

484M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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