Investmark Advisory Group LLC Ishares Russell 2000 Gwt ETF Transaction History

Investmark Advisory Group LLC

  • $214 Million
  • Q3 2025

A detailed history of Investmark Advisory Group LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 1,614 shares of IWO stock, worth $503,761. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,614
Previous 1,580 2.15%
Holding current value
$503,761
Previous $451,000 14.41%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Oct 23, 2025
BUY
$284.45 - $324.95 $9,671 - $11,048
34 Added 2.15%
1,614 $516,000
Q2 2025

Aug 14, 2025
SELL
$224.16 - $285.86 $23,088 - $29,443
-103 Reduced 6.12%
1,580 $451,000
Q1 2025

May 15, 2025
BUY
$254.58 - $302.92 $254 - $302
1 Added 0.06%
1,683 $430,000
Q3 2024

Nov 14, 2024
BUY
$256.4 - $289.78 $256 - $289
1 Added 0.06%
1,682 $477,000
Q2 2024

Aug 14, 2024
SELL
$245.29 - $268.7 $245 - $268
-1 Reduced 0.06%
1,681 $441,000
Q1 2024

May 17, 2024
BUY
$239.5 - $270.8 $2,874 - $3,249
12 Added 0.72%
1,682 $455,000
Q4 2023

Feb 14, 2024
BUY
$204.07 - $257.57 $12,652 - $15,969
62 Added 3.86%
1,670 $421,000
Q2 2023

Aug 14, 2023
BUY
$219.8 - $242.66 $7,912 - $8,735
36 Added 2.29%
1,608 $390,000
Q1 2023

May 15, 2023
SELL
$212.51 - $245.01 $5,737 - $6,615
-27 Reduced 1.69%
1,572 $356,000
Q4 2022

Jan 24, 2023
BUY
$205.84 - $231.03 $329,138 - $369,416
1,599 New
1,599 $0
Q2 2022

Jul 15, 2022
SELL
$194.2 - $261.13 $218,086 - $293,248
-1,123 Closed
0 $0
Q1 2022

May 03, 2022
BUY
$234.1 - $296.68 $73,975 - $93,750
316 Added 39.16%
1,123 $287,000
Q4 2021

May 03, 2022
BUY
$280.02 - $327.35 $225,976 - $264,171
807 New
807 $236,000

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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