Center For Financial Planning, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Center For Financial Planning, Inc.

$736 Million
Q3 2024

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 714 shares of IWO stock, worth $203,375. This represents 0.03% of its overall portfolio holdings.

Number of Shares

714

Previous 714 -0.0%

Holding current value

$203,375

Previous $187,000 8.02%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	SELL	$212.51 - $245.01 $44,627 - $51,452	-210 Reduced 22.73%	714 $161,000
Q3 2022 Oct 14, 2022	SELL	$202.93 - $248.43 $116,887 - $143,095	-576 Reduced 38.4%	924 $191,000
Q2 2022 Aug 12, 2022	SELL	$194.2 - $261.13 $44,277 - $59,537	-228 Reduced 13.19%	1,500 $309,000
Q1 2022 May 03, 2022	BUY	$234.1 - $296.68 $15,216 - $19,284	65 Added 3.91%	1,728 $442,000
Q4 2020 Feb 09, 2021	SELL	$223.17 - $294.86 $13,167 - $17,396	-59 Reduced 3.43%	1,663 $477,000
Q1 2020 May 11, 2020	BUY	$135.58 - $225.25 $198,760 - $330,216	1,466 Added 572.66%	1,722 $272,000
Q4 2019 Feb 14, 2020	BUY	$186.63 - $216.19 $47,777 - $55,344	256 New	256 $55,000

Others Institutions Holding IWO

# of Institutions

1,062

Shares Held

32.1M

Call Options Held

178K

Put Options Held

176K

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 Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Account

Center For Financial Planning, Inc. Ishares Russell 2000 Gwt ETF Transaction History