9258 Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 748 shares of IWO stock, worth $221,161. This represents 0.03% of its overall portfolio holdings.

Number of Shares
748
Holding current value
$221,161
% of portfolio
0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$256.4 - $289.78 $191,787 - $216,755
748 New
748 $212,000
Q1 2024

May 03, 2024
SELL
$239.5 - $270.8 $1,437 - $1,624
-6 Reduced 0.49%
1,209 $327,000
Q4 2023

Feb 06, 2024
SELL
$204.07 - $257.57 $32,855 - $41,468
-161 Reduced 11.7%
1,215 $306,000
Q3 2023

Nov 08, 2023
SELL
$221.24 - $254.04 $24,557 - $28,198
-111 Reduced 7.46%
1,376 $308,000
Q2 2023

Aug 08, 2023
SELL
$219.8 - $242.66 $439 - $485
-2 Reduced 0.13%
1,487 $360,000
Q4 2022

Feb 03, 2023
SELL
$205.84 - $231.03 $19,966 - $22,409
-97 Reduced 6.12%
1,489 $319,000
Q3 2022

Nov 08, 2022
SELL
$202.93 - $248.43 $3,855 - $4,720
-19 Reduced 1.18%
1,586 $328,000
Q2 2022

Aug 04, 2022
SELL
$194.2 - $261.13 $51,268 - $68,938
-264 Reduced 14.13%
1,605 $331,000
Q1 2022

May 13, 2022
SELL
$234.1 - $296.68 $5,150 - $6,526
-22 Reduced 1.16%
1,869 $478,000
Q4 2021

Feb 11, 2022
BUY
$280.02 - $327.35 $255,098 - $298,215
911 Added 92.96%
1,891 $554,000
Q3 2021

Nov 12, 2021
SELL
$284.4 - $314.06 $853 - $942
-3 Reduced 0.31%
980 $288,000
Q2 2021

Aug 13, 2021
BUY
$278.74 - $313.3 $1,114 - $1,253
4 Added 0.41%
983 $306,000
Q4 2020

Feb 10, 2021
BUY
$223.17 - $294.86 $218,483 - $288,667
979 New
979 $281,000

Others Institutions Holding IWO

# of Institutions
1,149
Shares Held
34.4M
Call Options Held
195K
Put Options Held
64.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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