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

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 1,062 shares of IWO stock, worth $282,778. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,062
Previous 1,061 0.09%
Holding current value
$282,778
Previous $301,000 1.33%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 10, 2025
BUY
$278.19 - $315.36 $278 - $315
1 Added 0.09%
1,062 $305,000
Q4 2023

Jan 17, 2024
SELL
$204.07 - $257.57 $11,427 - $14,423
-56 Reduced 5.01%
1,061 $267,000
Q3 2023

Oct 10, 2023
BUY
$221.24 - $254.04 $12,389 - $14,226
56 Added 5.28%
1,117 $250,000
Q2 2023

Jul 13, 2023
SELL
$219.8 - $242.66 $219 - $242
-1 Reduced 0.09%
1,061 $257,000
Q1 2023

Apr 14, 2023
BUY
$212.51 - $245.01 $4,037 - $4,655
19 Added 1.82%
1,062 $240,000
Q2 2022

Jul 26, 2022
SELL
$194.2 - $261.13 $42,918 - $57,709
-221 Reduced 17.48%
1,043 $215,000
Q4 2021

Jan 26, 2022
SELL
$280.02 - $327.35 $3,920 - $4,582
-14 Reduced 1.1%
1,264 $370,000
Q2 2021

Jul 23, 2021
SELL
$278.74 - $313.3 $2.1 Million - $2.36 Million
-7,525 Reduced 85.48%
1,278 $398,000
Q4 2020

Jan 11, 2021
BUY
$223.17 - $294.86 $1.69 Million - $2.23 Million
7,553 Added 604.24%
8,803 $2.52 Million
Q3 2020

Oct 14, 2020
SELL
$203.91 - $230.98 $30,382 - $34,416
-149 Reduced 10.65%
1,250 $277,000
Q2 2020

Jul 20, 2020
SELL
$145.61 - $213.67 $18,783 - $27,563
-129 Reduced 8.44%
1,399 $289,000
Q1 2020

Apr 16, 2020
BUY
$135.58 - $225.25 $14,778 - $24,552
109 Added 7.68%
1,528 $242,000
Q4 2019

Feb 14, 2020
BUY
$186.63 - $216.19 $264,827 - $306,773
1,419 New
1,419 $304,000

Others Institutions Holding IWO

# of Institutions
1,167
Shares Held
35.3M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email