Integrated Wealth Concepts LLC Ishares Russell 2000 Gwt ETF Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 2,654 shares of IWO stock, worth $828,366. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,654
Previous 3,316 19.96%
Holding current value
$828,366
Previous $947,000 10.35%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$284.45 - $324.95 $188,305 - $215,116
-662 Reduced 19.96%
2,654 $849,000
Q2 2025

Aug 14, 2025
SELL
$224.16 - $285.86 $58,057 - $74,037
-259 Reduced 7.24%
3,316 $947,000
Q1 2025

May 15, 2025
SELL
$254.58 - $302.92 $1.24 Million - $1.48 Million
-4,875 Reduced 57.69%
3,575 $913,000
Q4 2024

Feb 14, 2025
BUY
$278.19 - $315.36 $1.58 Million - $1.79 Million
5,683 Added 205.38%
8,450 $2.43 Million
Q3 2024

Nov 14, 2024
SELL
$256.4 - $289.78 $104,354 - $117,940
-407 Reduced 12.82%
2,767 $785,000
Q2 2024

Aug 14, 2024
BUY
$245.29 - $268.7 $86,832 - $95,119
354 Added 12.55%
3,174 $833,000
Q1 2024

May 15, 2024
SELL
$239.5 - $270.8 $163,818 - $185,227
-684 Reduced 19.52%
2,820 $763,000
Q4 2023

Feb 13, 2024
BUY
$204.07 - $257.57 $79,179 - $99,937
388 Added 12.45%
3,504 $883,000
Q3 2023

Nov 15, 2023
BUY
$221.24 - $254.04 $23,893 - $27,436
108 Added 3.59%
3,116 $698,000
Q2 2023

Aug 15, 2023
BUY
$219.8 - $242.66 $112,098 - $123,756
510 Added 20.42%
3,008 $729,000
Q1 2023

May 03, 2023
SELL
$212.51 - $245.01 $1.35 Million - $1.56 Million
-6,356 Reduced 71.79%
2,498 $567,000
Q4 2022

Feb 13, 2023
BUY
$205.84 - $231.03 $68,338 - $76,701
332 Added 3.9%
8,854 $1.9 Million
Q3 2022

Nov 14, 2022
BUY
$202.93 - $248.43 $127,034 - $155,517
626 Added 7.93%
8,522 $1.76 Million
Q2 2022

Aug 08, 2022
SELL
$194.2 - $261.13 $229,738 - $308,916
-1,183 Reduced 13.03%
7,896 $1.63 Million
Q1 2022

May 12, 2022
BUY
$234.1 - $296.68 $858,210 - $1.09 Million
3,666 Added 67.73%
9,079 $2.32 Million
Q4 2021

Feb 15, 2022
SELL
$280.02 - $327.35 $8,400 - $9,820
-30 Reduced 0.55%
5,413 $1.59 Million
Q3 2021

Nov 15, 2021
BUY
$284.4 - $314.06 $81,338 - $89,821
286 Added 5.55%
5,443 $1.6 Million
Q2 2021

Aug 13, 2021
SELL
$278.74 - $313.3 $428,980 - $482,168
-1,539 Reduced 22.98%
5,157 $1.61 Million
Q1 2021

May 13, 2021
SELL
$282.5 - $336.63 $536,467 - $639,260
-1,899 Reduced 22.09%
6,696 $2.01 Million
Q4 2020

Feb 12, 2021
BUY
$223.17 - $294.86 $414,873 - $548,144
1,859 Added 27.6%
8,595 $2.46 Million
Q3 2020

Nov 13, 2020
BUY
$203.91 - $230.98 $1.37 Million - $1.56 Million
6,736 New
6,736 $1.49 Million

Others Institutions Holding IWO

# of Institutions
1,150
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
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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