Perfromance Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Perfromance Wealth Partners, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Perfromance Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 1,658 shares of IWO stock, worth $517,494. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,658
Previous 1,658 -0.0%
Holding current value
$517,494
Previous $473,000 12.05%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$224.16 - $285.86 $2,914 - $3,716
-13 Reduced 0.78%
1,658 $473,000
Q1 2025

Apr 22, 2025
SELL
$254.58 - $302.92 $260,944 - $310,493
-1,025 Reduced 38.02%
1,671 $426,000
Q4 2024

Jan 17, 2025
SELL
$278.19 - $315.36 $556 - $630
-2 Reduced 0.07%
2,696 $775,000
Q4 2023

Jan 22, 2024
SELL
$204.07 - $257.57 $74,077 - $93,497
-363 Reduced 11.86%
2,698 $680,000
Q1 2023

Apr 20, 2023
SELL
$212.51 - $245.01 $13,388 - $15,435
-63 Reduced 2.02%
3,061 $694,000
Q4 2022

Jan 19, 2023
SELL
$205.84 - $231.03 $24,494 - $27,492
-119 Reduced 3.67%
3,124 $0
Q3 2022

Oct 17, 2022
BUY
$202.93 - $248.43 $10,146 - $12,421
50 Added 1.57%
3,243 $670,000
Q2 2022

Jul 15, 2022
SELL
$194.2 - $261.13 $21,362 - $28,724
-110 Reduced 3.33%
3,193 $659,000
Q4 2021

Feb 03, 2022
BUY
$280.02 - $327.35 $924,906 - $1.08 Million
3,303 New
3,303 $968,000

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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