A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 3,985 shares of IWO stock, worth $1.14 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
3,985
Previous 4,311 7.56%
Holding current value
$1.14 Million
Previous $1.17 Million 10.37%
% of portfolio
0.45%
Previous 0.51%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$245.29 - $268.7 $79,964 - $87,596
-326 Reduced 7.56%
3,985 $1.05 Million
Q1 2024

May 13, 2024

BUY
$239.5 - $270.8 $393,498 - $444,924
1,643 Added 61.58%
4,311 $1.17 Million
Q4 2023

Feb 13, 2024

SELL
$204.07 - $257.57 $5,101 - $6,439
-25 Reduced 0.93%
2,668 $672,000
Q3 2023

Nov 03, 2023

BUY
$221.24 - $254.04 $80,531 - $92,470
364 Added 15.63%
2,693 $603,000
Q2 2023

Aug 09, 2023

BUY
$219.8 - $242.66 $36,486 - $40,281
166 Added 7.67%
2,329 $565,000
Q2 2022

Aug 15, 2022

BUY
$194.2 - $261.13 $420,054 - $564,824
2,163 New
2,163 $446,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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