Orgel Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 1,280 shares of IWO stock, worth $310,464. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,280
Previous 1,448 11.6%
Holding current value
$310,464
Previous $416,000 20.91%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$254.58 - $302.92 $42,769 - $50,890
-168 Reduced 11.6%
1,280 $329,000
Q3 2024

Oct 17, 2024
SELL
$256.4 - $289.78 $95,893 - $108,377
-374 Reduced 20.53%
1,448 $411,000
Q1 2024

Apr 15, 2024
BUY
$239.5 - $270.8 $2,874 - $3,249
12 Added 0.66%
1,822 $493,000
Q4 2023

Jan 11, 2024
SELL
$204.07 - $257.57 $618,128 - $780,179
-3,029 Reduced 62.6%
1,810 $456,000
Q3 2023

Oct 26, 2023
BUY
$221.24 - $254.04 $1.07 Million - $1.23 Million
4,839 New
4,839 $1.08 Million

Others Institutions Holding IWO

# of Institutions
1,154
Shares Held
34.6M
Call Options Held
174K
Put Options Held
60.5K
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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