Mosaic Family Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,163 shares of IWO stock, worth $343,864. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,163

Previous 1,153 0.87%

Holding current value

$343,864

Previous $303 Million 9.06%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$256.4 - $289.78 $2,564 - $2,897	10 Added 0.87%	1,163 $330 Million
Q2 2024 Aug 06, 2024	SELL	$245.29 - $268.7 $15,207 - $16,659	-62 Reduced 5.1%	1,153 $303 Million
Q1 2024 Jun 13, 2024	BUY	$239.5 - $270.8 $2,634 - $2,978	11 Added 0.91%	1,215 $329 Million
Q4 2023 Jan 29, 2024	SELL	$204.07 - $257.57 $408 - $515	-2 Reduced 0.17%	1,204 $304 Million
Q3 2023 Nov 01, 2023	BUY	$221.24 - $254.04 $1,106 - $1,270	5 Added 0.42%	1,206 $270 Million
Q2 2023 Aug 08, 2023	SELL	$219.8 - $242.66 $7,253 - $8,007	-33 Reduced 2.67%	1,201 $291 Million
Q1 2023 Apr 10, 2023	SELL	$212.51 - $245.01 $39,101 - $45,081	-184 Reduced 12.98%	1,234 $280 Million
Q4 2022 Feb 14, 2023	BUY	$205.84 - $231.03 $291,881 - $327,600	1,418 New	1,418 $304 Million

Others Institutions Holding IWO

# of Institutions

1,156

Shares Held

35.3M

Call Options Held

255K

Put Options Held

61.1K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Mosaic Family Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History