Gerber Kawasaki Wealth & Investment Management Ishares Russell 2000 Gwt ETF Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,035 shares of IWO stock, worth $293,101. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,035

Previous 1,031 0.39%

Holding current value

$293,101

Previous $292,000 1.71%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$278.19 - $315.36 $1,112 - $1,261	4 Added 0.39%	1,035 $297,000
Q3 2024 Nov 13, 2024	SELL	$256.4 - $289.78 $2,051 - $2,318	-8 Reduced 0.77%	1,031 $292,000
Q2 2024 Aug 13, 2024	BUY	$245.29 - $268.7 $1,226 - $1,343	5 Added 0.48%	1,039 $272,000
Q1 2024 May 13, 2024	BUY	$239.5 - $270.8 $239 - $270	1 Added 0.1%	1,034 $280,000
Q4 2023 Feb 12, 2024	SELL	$204.07 - $257.57 $8,366 - $10,560	-41 Reduced 3.82%	1,033 $260,000
Q3 2023 Nov 14, 2023	SELL	$221.24 - $254.04 $10,398 - $11,939	-47 Reduced 4.19%	1,074 $240,000
Q1 2023 May 15, 2023	SELL	$212.51 - $245.01 $38,889 - $44,836	-183 Reduced 14.03%	1,121 $254,000
Q4 2022 Feb 08, 2023	SELL	$205.84 - $231.03 $16,878 - $18,944	-82 Reduced 5.92%	1,304 $279,000
Q3 2022 Nov 14, 2022	SELL	$202.93 - $248.43 $39,571 - $48,443	-195 Reduced 12.33%	1,386 $286,000
Q2 2022 Aug 04, 2022	SELL	$194.2 - $261.13 $44,666 - $60,059	-230 Reduced 12.7%	1,581 $326,000
Q1 2022 May 12, 2022	SELL	$234.1 - $296.68 $91,299 - $115,705	-390 Reduced 17.72%	1,811 $463,000
Q4 2021 Feb 11, 2022	BUY	$280.02 - $327.35 $604,003 - $706,093	2,157 Added 4902.27%	2,201 $645,000
Q3 2021 Nov 15, 2021	SELL	$284.4 - $314.06 $741,715 - $819,068	-2,608 Reduced 98.34%	44 $44,000
Q2 2021 Aug 11, 2021	SELL	$278.74 - $313.3 $3,344 - $3,759	-12 Reduced 0.45%	2,652 $826,000
Q1 2021 May 07, 2021	BUY	$282.5 - $336.63 $8,192 - $9,762	29 Added 1.1%	2,664 $801,000
Q4 2020 Feb 09, 2021	BUY	$223.17 - $294.86 $588,052 - $776,956	2,635 New	2,635 $755,000
Q3 2020 Nov 02, 2020	SELL	$203.91 - $230.98 $489,180 - $554,121	-2,399 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$145.61 - $213.67 $61,156 - $89,741	420 Added 21.22%	2,399 $496,000
Q1 2020 May 05, 2020	BUY	$135.58 - $225.25 $268,312 - $445,769	1,979 New	1,979 $313,000

Others Institutions Holding IWO

# of Institutions

1,160

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Gerber Kawasaki Wealth & Investment Management Ishares Russell 2000 Gwt ETF Transaction History