Tempus Wealth Planning, LLC Ishares Russell 2000 ETF Transaction History

Tempus Wealth Planning, LLC

  • $297 Million
  • Q4 2024

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 7,731 shares of IWM stock, worth $1.57 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
7,731
Previous 5,001 54.59%
Holding current value
$1.57 Million
Previous $1.1 Million 54.71%
% of portfolio
0.57%
Previous 0.43%

Shares

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

Jan 24, 2025
BUY
$216.13 - $242.4 $590,034 - $661,752
2,730 Added 54.59%
7,731 $1.71 Million
Q3 2024

Oct 22, 2024
BUY
$200.87 - $224.6 $572,881 - $640,559
2,852 Added 132.71%
5,001 $1.1 Million
Q2 2024

Jul 25, 2024
SELL
$192.84 - $209.44 $4,435 - $4,817
-23 Reduced 1.06%
2,149 $436,000
Q1 2024

Apr 19, 2024
BUY
$189.48 - $210.3 $29,748 - $33,017
157 Added 7.79%
2,172 $456,000
Q4 2023

Jan 23, 2024
BUY
$162.21 - $204.82 $326,853 - $412,712
2,015 New
2,015 $404,000
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $254,135 - $311,256
1,548 New
1,548 $255,000

Others Institutions Holding IWM

# of Institutions
2,944
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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