Pb Mares Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Pb Mares Wealth Management LLC

  • $483 Million
  • Q4 2024

A detailed history of Pb Mares Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 1,361 shares of IWO stock, worth $402,406. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,361
Previous 1,355 0.44%
Holding current value
$402,406
Previous $384,000 1.82%
% of portfolio
0.08%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$278.19 - $315.36 $1,669 - $1,892
6 Added 0.44%
1,361 $391,000
Q1 2024

Apr 29, 2024
SELL
$239.5 - $270.8 $5,748 - $6,499
-24 Reduced 1.74%
1,355 $366,000
Q4 2023

Jan 26, 2024
SELL
$204.07 - $257.57 $2,448 - $3,090
-12 Reduced 0.86%
1,379 $347,000
Q4 2022

Jan 31, 2023
SELL
$205.84 - $231.03 $46,108 - $51,750
-224 Reduced 13.87%
1,391 $298,000
Q3 2022

Oct 25, 2022
SELL
$202.93 - $248.43 $75,895 - $92,912
-374 Reduced 18.8%
1,615 $334,000
Q2 2022

Jul 21, 2022
SELL
$194.2 - $261.13 $19,808 - $26,635
-102 Reduced 4.88%
1,989 $410,000
Q1 2022

Apr 26, 2022
SELL
$234.1 - $296.68 $4,682 - $5,933
-20 Reduced 0.95%
2,091 $535,000
Q4 2021

Feb 02, 2022
SELL
$280.02 - $327.35 $84,566 - $98,859
-302 Reduced 12.52%
2,111 $619,000
Q3 2021

Nov 02, 2021
SELL
$284.4 - $314.06 $246,005 - $271,661
-865 Reduced 26.39%
2,413 $709,000
Q2 2021

Jul 13, 2021
SELL
$278.74 - $313.3 $17,560 - $19,737
-63 Reduced 1.89%
3,278 $1.02 Million
Q1 2021

Apr 15, 2021
BUY
$282.5 - $336.63 $503,697 - $600,211
1,783 Added 114.44%
3,341 $1.01 Million
Q4 2020

Jan 25, 2021
BUY
$223.17 - $294.86 $347,698 - $459,391
1,558 New
1,558 $447,000

Others Institutions Holding IWO

# of Institutions
1,149
Shares Held
34.4M
Call Options Held
195K
Put Options Held
64.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Pb Mares Wealth Management LLC Portfolio

Follow Pb Mares Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pb Mares Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pb Mares Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email