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

Icon Wealth Advisors, LLC

$1.19 Billion
Q4 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 454 shares of IWO stock, worth $116,950. This represents 0.01% of its overall portfolio holdings.

Number of Shares

454

Previous 457 0.66%

Holding current value

$116,950

Previous $129,000 0.78%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$278.19 - $315.36 $834 - $946	-3 Reduced 0.66%	454 $130,000
Q3 2024 Nov 14, 2024	SELL	$256.4 - $289.78 $308,705 - $348,895	-1,204 Reduced 72.49%	457 $129,000
Q3 2024 Nov 12, 2024	BUY	$256.4 - $289.78 $308,705 - $348,895	1,204 Added 263.46%	1,661 $471,000
Q2 2024 Aug 14, 2024	SELL	$245.29 - $268.7 $23,793 - $26,063	-97 Reduced 17.51%	457 $119,000
Q1 2024 May 15, 2024	SELL	$239.5 - $270.8 $215,789 - $243,990	-901 Reduced 61.92%	554 $150,000
Q4 2023 Feb 14, 2024	BUY	$204.07 - $257.57 $96,933 - $122,345	475 Added 48.47%	1,455 $366,000
Q3 2022 Jan 25, 2023	BUY	$202.93 - $248.43 $198,871 - $243,461	980 New	980 $202,000

Others Institutions Holding IWO

# of Institutions

1,156

Shares Held

34.6M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Industry ETFs

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