Global Retirement Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,290 shares of IWO stock, worth $343,488. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,290

Previous 1,069 20.67%

Holding current value

$343,488

Previous $303,000 22.44%

% of portfolio

0.01%

Previous 0.01%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$278.19 - $315.36 $61,479 - $69,694	221 Added 20.67%	1,290 $371,000
Q3 2024 Oct 16, 2024	BUY	$256.4 - $289.78 $9,486 - $10,721	37 Added 3.59%	1,069 $303,000
Q2 2024 Jul 23, 2024	SELL	$245.29 - $268.7 $7,603 - $8,329	-31 Reduced 2.92%	1,032 $270,000
Q1 2024 Apr 23, 2024	BUY	$239.5 - $270.8 $19,399 - $21,934	81 Added 8.25%	1,063 $287,000
Q4 2023 Jan 18, 2024	SELL	$204.07 - $257.57 $197,335 - $249,070	-967 Reduced 49.62%	982 $247,000
Q3 2023 Oct 13, 2023	BUY	$221.24 - $254.04 $16,371 - $18,798	74 Added 3.95%	1,949 $436,000
Q2 2023 Jul 20, 2023	BUY	$219.8 - $242.66 $32,090 - $35,428	146 Added 8.44%	1,875 $454,000
Q1 2023 May 05, 2023	BUY	$212.51 - $245.01 $78,416 - $90,408	369 Added 27.13%	1,729 $392,000
Q4 2022 Feb 13, 2023	BUY	$205.84 - $231.03 $3,087 - $3,465	15 Added 1.12%	1,360 $291,000
Q3 2022 Nov 03, 2022	SELL	$202.93 - $248.43 $202 - $248	-1 Reduced 0.07%	1,345 $304,000
Q1 2022 Jul 14, 2022	BUY	$234.1 - $296.68 $315,098 - $399,331	1,346 New	1,346 $279,000
Q4 2021 Jan 21, 2022	SELL	$280.02 - $327.35 $369,906 - $432,429	-1,321 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$284.4 - $314.06 $140,209 - $154,831	-493 Reduced 27.18%	1,321 $388,000
Q2 2021 Jul 15, 2021	BUY	$278.74 - $313.3 $150,519 - $169,182	540 Added 42.39%	1,814 $565,000
Q1 2021 Apr 14, 2021	SELL	$282.5 - $336.63 $565 - $673	-2 Reduced 0.16%	1,274 $383,000
Q4 2020 Jan 13, 2021	SELL	$223.17 - $294.86 $44,634 - $58,972	-200 Reduced 13.55%	1,276 $366,000
Q3 2020 Oct 09, 2020	SELL	$203.91 - $230.98 $14,273 - $16,168	-70 Reduced 4.53%	1,476 $327,000
Q2 2020 Jul 13, 2020	BUY	$145.61 - $213.67 $873 - $1,282	6 Added 0.39%	1,546 $320,000
Q1 2020 Apr 28, 2020	SELL	$135.58 - $225.25 $15,727 - $26,129	-116 Reduced 7.0%	1,540 $244,000
Q4 2019 Jan 23, 2020	SELL	$186.63 - $216.19 $10,078 - $11,674	-54 Reduced 3.16%	1,656 $355,000
Q3 2019 Nov 19, 2019	BUY	$189.94 - $205.08 $6,268 - $6,767	33 Added 1.97%	1,710 $330,000
Q2 2019 Nov 19, 2019	SELL	$187.22 - $206.14 $30,704 - $33,806	-164 Reduced 8.91%	1,677 $337,000
Q1 2019 May 07, 2019	SELL	$164.26 - $202.05 $985 - $1,212	-6 Reduced 0.32%	1,841 $362,000
Q4 2018 Feb 22, 2019	SELL	$156.33 - $211.73 $14,695 - $19,902	-94 Reduced 4.84%	1,847 $310,000
Q3 2018 Oct 17, 2018	SELL	$204.76 - $220.33 $19,247 - $20,711	-94 Reduced 4.62%	1,941 $418,000
Q2 2018 Aug 13, 2018	BUY	$185.51 - $214.36 $6,678 - $7,716	36 Added 1.8%	2,035 $416,000
Q1 2018 Aug 10, 2018	SELL	$179.86 - $200.59 $179 - $200	-1 Reduced 0.05%	1,999 $381,000
Q4 2017 Aug 13, 2018	SELL	$177.13 - $188.2 $10,273 - $10,915	-58 Reduced 2.82%	2,000 $373,000
Q3 2017 Aug 10, 2018	SELL	$173.97 - $178.96 $15,657 - $16,106	-90 Reduced 4.19%	2,058 $368,000
Q2 2017 Aug 10, 2018	BUY	N/A	167 Added 8.43%	2,148 $363,000
Q1 2017 Aug 10, 2018	BUY	N/A	107 Added 5.71%	1,981 $320,000
Q4 2016 Aug 10, 2018	BUY	N/A	1,874	1,874 $288,000

Others Institutions Holding IWO

# of Institutions

1,167

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Global Retirement Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History