Grey Fox Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Grey Fox Wealth Advisors, LLC

$365 Billion
Q4 2024

A detailed history of Grey Fox Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Grey Fox Wealth Advisors, LLC holds 10,592 shares of IWO stock, worth $2.95 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

10,592

Previous 10,742 1.4%

Holding current value

$2.95 Million

Previous $3.05 Billion 0.07%

% of portfolio

0.84%

Previous 0.85%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$278.19 - $315.36 $41,728 - $47,304	-150 Reduced 1.4%	10,592 $3.05 Billion
Q3 2024 Oct 22, 2024	SELL	$256.4 - $289.78 $86,919 - $98,235	-339 Reduced 3.06%	10,742 $3.05 Billion
Q2 2024 Jul 30, 2024	SELL	$245.29 - $268.7 $6,868 - $7,523	-28 Reduced 0.25%	11,081 $2.91 Billion
Q1 2024 Apr 11, 2024	BUY	$239.5 - $270.8 $127,893 - $144,607	534 Added 5.05%	11,109 $3.01 Billion
Q4 2023 Jan 17, 2024	SELL	$204.07 - $257.57 $42,854 - $54,089	-210 Reduced 1.95%	10,575 $2.67 Billion
Q3 2023 Oct 24, 2023	SELL	$221.24 - $254.04 $2.66 Million - $3.06 Million	-12,034 Reduced 52.74%	10,785 $2.42 Billion
Q2 2023 Aug 03, 2023	BUY	$219.8 - $242.66 $983,824 - $1.09 Million	4,476 Added 24.4%	22,819 $5.54 Billion
Q1 2023 May 09, 2023	BUY	$212.51 - $245.01 $371,892 - $428,767	1,750 Added 10.55%	18,343 $4.16 Billion
Q4 2022 Feb 14, 2023	BUY	$205.84 - $231.03 $3.42 Million - $3.83 Million	16,593 New	16,593 $3.56 Billion

Others Institutions Holding IWO

# of Institutions

1,159

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Grey Fox Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Grey Fox Wealth Advisors, LLC with notifications on news.

Account

Grey Fox Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History