Phillips Financial Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Phillips Financial Management, LLC

  • $1.45 Billion
  • Q3 2025

A detailed history of Phillips Financial Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Phillips Financial Management, LLC holds 430 shares of IWO stock, worth $134,211. This represents 0.01% of its overall portfolio holdings.

Number of Shares
430
Previous 430 -0.0%
Holding current value
$134,211
Previous $122,000 12.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 30, 2025
BUY
$224.16 - $285.86 $96,388 - $122,919
430 New
430 $122,000
Q3 2022

Nov 08, 2022
BUY
$202.93 - $248.43 $608 - $745
3 New
3 $1,000

Others Institutions Holding IWO

# of Institutions
1,154
Shares Held
32.9M
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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