Columbia Advisory Partners LLC Ishares Russell 2000 Gwt ETF Transaction History

Columbia Advisory Partners LLC

  • $91.3 Million
  • Q4 2024

A detailed history of Columbia Advisory Partners LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 3,423 shares of IWO stock, worth $881,764. This represents 1.08% of its overall portfolio holdings.

Number of Shares
3,423
Previous 14,821 76.9%
Holding current value
$881,764
Previous $4.21 Million 76.6%
% of portfolio
1.08%
Previous 4.17%

Shares

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

Jan 13, 2025
SELL
$278.19 - $315.36 $3.17 Million - $3.59 Million
-11,398 Reduced 76.9%
3,423 $985,000
Q3 2024

Oct 18, 2024
SELL
$256.4 - $289.78 $333,063 - $376,424
-1,299 Reduced 8.06%
14,821 $4.21 Million
Q2 2024

Jul 12, 2024
SELL
$245.29 - $268.7 $332,367 - $364,088
-1,355 Reduced 7.75%
16,120 $4.23 Million
Q1 2024

Apr 12, 2024
BUY
$239.5 - $270.8 $178,906 - $202,287
747 Added 4.47%
17,475 $4.73 Million
Q4 2023

Jan 09, 2024
BUY
$204.07 - $257.57 $142,440 - $179,783
698 Added 4.35%
16,728 $4.22 Million
Q3 2023

Oct 16, 2023
BUY
$221.24 - $254.04 $2.67 Million - $3.07 Million
12,086 Added 306.44%
16,030 $3.59 Million
Q2 2023

Aug 02, 2023
SELL
$219.8 - $242.66 $649,069 - $716,574
-2,953 Reduced 42.82%
3,944 $957,000
Q1 2023

May 09, 2023
SELL
$212.51 - $245.01 $7.05 Million - $8.13 Million
-33,196 Reduced 82.8%
6,897 $1.56 Million
Q4 2022

Jan 27, 2023
BUY
$205.84 - $231.03 $1.51 Million - $1.69 Million
7,327 Added 22.36%
40,093 $8.6 Million
Q3 2022

Nov 07, 2022
BUY
$202.93 - $248.43 $69,807 - $85,459
344 Added 1.06%
32,766 $6.77 Million
Q2 2022

Aug 03, 2022
SELL
$194.2 - $261.13 $8,933 - $12,011
-46 Reduced 0.14%
32,422 $6.69 Million
Q1 2022

Apr 29, 2022
BUY
$234.1 - $296.68 $7.6 Million - $9.63 Million
32,468 New
32,468 $8.3 Million

Others Institutions Holding IWO

# of Institutions
1,165
Shares Held
34.6M
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 Columbia Advisory Partners LLC Portfolio

Follow Columbia Advisory Partners 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 Columbia Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Columbia Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email