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

Fsm Wealth Advisors, LLC

$405 Million
Q4 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,895 shares of IWO stock, worth $504,581. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,895

Previous 1,569 20.78%

Holding current value

$504,581

Previous $445,000 22.47%

% of portfolio

0.13%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$278.19 - $315.36 $90,689 - $102,807	326 Added 20.78%	1,895 $545,000
Q3 2024 Oct 30, 2024	SELL	$256.4 - $289.78 $57,946 - $65,490	-226 Reduced 12.59%	1,569 $445,000
Q2 2024 Jul 12, 2024	SELL	$245.29 - $268.7 $19,623 - $21,496	-80 Reduced 4.27%	1,795 $471,000
Q1 2024 May 14, 2024	SELL	$239.5 - $270.8 $17,962 - $20,310	-75 Reduced 3.85%	1,875 $507,000
Q4 2023 May 14, 2024	BUY	$204.07 - $257.57 $5,713 - $7,211	28 Added 1.46%	1,950 $491,000
Q3 2023 Nov 14, 2023	SELL	$221.24 - $254.04 $52,876 - $60,715	-239 Reduced 11.06%	1,922 $430,000
Q2 2023 Jul 12, 2023	SELL	$219.8 - $242.66 $101,327 - $111,866	-461 Reduced 17.58%	2,161 $524,000
Q2 2022 Aug 12, 2022	BUY	$194.2 - $261.13 $509,192 - $684,682	2,622 New	2,622 $627,000

Others Institutions Holding IWO

# of Institutions

1,167

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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