Epg Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Epg Wealth Management LLC holds 110 shares of IWO stock, worth $33,080. This represents 0.01% of its overall portfolio holdings.

Number of Shares

110

Previous 0 Infinity%

Holding current value

$33,080

Previous $0 Infinity%

% of portfolio

0.01%

Previous 100.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$256.4 - $289.78 $28,203 - $31,875	110 New	110 $31.1 Million
Q2 2024 Aug 13, 2024	SELL	$245.29 - $268.7 $26,981 - $29,557	-110 Closed	0 $0
Q1 2024 May 14, 2024	BUY	$239.5 - $270.8 $239 - $270	1 Added 0.92%	110 $29,000
Q4 2023 Feb 14, 2024	BUY	$204.07 - $257.57 $204 - $257	1 Added 0.93%	109 $27,000
Q1 2023 May 15, 2023	BUY	$212.51 - $245.01 $12,750 - $14,700	60 Added 125.0%	108 $24,000
Q3 2022 Nov 15, 2022	BUY	$202.93 - $248.43 $9,740 - $11,924	48 New	48 $10,000
Q2 2022 Aug 15, 2022	SELL	$194.2 - $261.13 $17,672 - $23,762	-91 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$284.4 - $314.06 $25,880 - $28,579	91 New	91 $27,000
Q2 2020 Aug 06, 2020	SELL	$145.61 - $213.67 $16,162 - $23,717	-111 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$186.63 - $216.19 $20,715 - $23,997	111 New	111 $24,000

Others Institutions Holding IWO

# of Institutions

1,078

Shares Held

32.8M

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 Epg Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epg Wealth Management LLC with notifications on news.

Account

Epg Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History