Exencial Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Exencial Wealth Advisors, LLC

  • $2.97 Billion
  • Q3 2025

A detailed history of Exencial Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 1,377 shares of IWO stock, worth $429,789. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,377
Previous 1,520 9.41%
Holding current value
$429,789
Previous $434,000 1.38%
% of portfolio
0.01%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$284.45 - $324.95 $40,676 - $46,467
-143 Reduced 9.41%
1,377 $440,000
Q2 2025

Jul 30, 2025
BUY
$224.16 - $285.86 $7,621 - $9,719
34 Added 2.29%
1,520 $434,000
Q1 2025

May 09, 2025
SELL
$254.58 - $302.92 $29,276 - $34,835
-115 Reduced 7.18%
1,486 $379,000
Q4 2024

Feb 06, 2025
SELL
$278.19 - $315.36 $169,695 - $192,369
-610 Reduced 27.59%
1,601 $460,000
Q3 2024

Oct 31, 2024
SELL
$256.4 - $289.78 $75,638 - $85,485
-295 Reduced 11.77%
2,211 $627,000
Q2 2024

Aug 12, 2024
SELL
$245.29 - $268.7 $155,759 - $170,624
-635 Reduced 20.22%
2,506 $657,000
Q1 2024

May 10, 2024
SELL
$239.5 - $270.8 $31,135 - $35,204
-130 Reduced 3.97%
3,141 $850,000
Q4 2023

Feb 13, 2024
BUY
$204.07 - $257.57 $340,184 - $429,369
1,667 Added 103.93%
3,271 $825,000
Q3 2023

Nov 08, 2023
SELL
$221.24 - $254.04 $18,805 - $21,593
-85 Reduced 5.03%
1,604 $359,000
Q2 2023

Aug 10, 2023
SELL
$219.8 - $242.66 $85,722 - $94,637
-390 Reduced 18.76%
1,689 $409,000
Q1 2023

May 02, 2023
SELL
$212.51 - $245.01 $13,388 - $15,435
-63 Reduced 2.94%
2,079 $471,000
Q4 2022

Feb 14, 2023
SELL
$205.84 - $231.03 $78,013 - $87,560
-379 Reduced 15.03%
2,142 $459,000
Q3 2022

Nov 08, 2022
BUY
$202.93 - $248.43 $154,429 - $189,055
761 Added 43.24%
2,521 $521,000
Q2 2022

Aug 11, 2022
SELL
$194.2 - $261.13 $179,246 - $241,022
-923 Reduced 34.4%
1,760 $363,000
Q1 2022

May 12, 2022
BUY
$234.1 - $296.68 $628,090 - $795,992
2,683 New
2,683 $686,000

Others Institutions Holding IWO

# of Institutions
1,151
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
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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