Epg Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 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 93 shares of IWO stock, worth $25,733. This represents 0.01% of its overall portfolio holdings.

Number of Shares
93
Previous 110 15.45%
Holding current value
$25,733
Previous $31.1 Million 14.02%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 14, 2025
SELL
$278.19 - $315.36 $4,729 - $5,361
-17 Reduced 15.45%
93 $26.8 Million
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
1,161
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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