Heron Financial Group, LLC Ishares Russell 2000 Gwt ETF Transaction History

Heron Financial Group, LLC

  • $185 Million
  • Q2 2023

A detailed history of Heron Financial Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Heron Financial Group, LLC holds 28,691 shares of IWO stock, worth $6.96 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares
28,691
Previous 29,317 2.14%
Holding current value
$6.96 Million
Previous $6.65 Million 4.71%
% of portfolio
3.75%
Previous 3.67%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023
SELL
$219.8 - $242.66 $137,594 - $151,905
-626 Reduced 2.14%
28,691 $6.96 Million
Q1 2023

Apr 19, 2023
BUY
$212.51 - $245.01 $684,919 - $789,667
3,223 Added 12.35%
29,317 $6.65 Million
Q4 2022

Feb 14, 2023
SELL
$205.84 - $231.03 $854,030 - $958,543
-4,149 Reduced 13.72%
26,094 $5.6 Million
Q3 2022

Oct 27, 2022
BUY
$202.93 - $248.43 $576,321 - $705,541
2,840 Added 10.36%
30,243 $6.25 Million
Q2 2022

Jul 29, 2022
BUY
$194.2 - $261.13 $557,742 - $749,965
2,872 Added 11.71%
27,403 $5.65 Million
Q1 2022

May 12, 2022
BUY
$234.1 - $296.68 $173,468 - $219,839
741 Added 3.11%
24,531 $6.27 Million
Q4 2021

Feb 04, 2022
BUY
$280.02 - $327.35 $291,780 - $341,098
1,042 Added 4.58%
23,790 $6.12 Million
Q3 2021

Nov 04, 2021
BUY
$284.4 - $314.06 $538,084 - $594,201
1,892 Added 9.07%
22,748 $6.68 Million
Q2 2021

Aug 16, 2021
BUY
$278.74 - $313.3 $95,329 - $107,148
342 Added 1.67%
20,856 $6.5 Million
Q1 2021

Apr 14, 2021
BUY
$282.5 - $336.63 $600,312 - $715,338
2,125 Added 11.56%
20,514 $6.26 Million
Q4 2020

Feb 16, 2021
BUY
$223.17 - $294.86 $72,307 - $95,534
324 Added 1.79%
18,389 $5.55 Million
Q3 2020

Oct 15, 2020
BUY
$203.91 - $230.98 $169,653 - $192,175
832 Added 4.83%
18,065 $4.17 Million
Q2 2020

Jul 20, 2020
BUY
$145.61 - $213.67 $48,633 - $71,365
334 Added 1.98%
17,233 $3.59 Million
Q1 2020

Apr 23, 2020
BUY
$135.58 - $225.25 $173,677 - $288,545
1,281 Added 8.2%
16,899 $2.9 Million
Q4 2019

Feb 14, 2020
BUY
$186.63 - $216.19 $2.91 Million - $3.38 Million
15,618 New
15,618 $3.47 Million

Others Institutions Holding IWO

# of Institutions
1,154
Shares Held
34.6M
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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