Castle Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Castle Wealth Management LLC

  • $183 Million
  • Q4 2024

A detailed history of Castle Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Castle Wealth Management LLC holds 1,692 shares of IWO stock, worth $470,731. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,692
Previous 1,692 -0.0%
Holding current value
$470,731
Previous $480,000 1.25%
% of portfolio
0.27%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
SELL
$239.5 - $270.8 $239 - $270
-1 Reduced 0.06%
1,692 $458,000
Q4 2023

Jan 31, 2024
SELL
$204.07 - $257.57 $15,713 - $19,832
-77 Reduced 4.35%
1,693 $427,000
Q3 2022

Nov 07, 2022
SELL
$202.93 - $248.43 $36,527 - $44,717
-180 Reduced 9.23%
1,770 $366,000
Q2 2022

Aug 01, 2022
BUY
$194.2 - $261.13 $378,690 - $509,203
1,950 New
1,950 $402,000

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

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