River Wealth Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History

River Wealth Advisors LLC

$734 Million
Q4 2024

A detailed history of River Wealth Advisors LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, River Wealth Advisors LLC holds 920 shares of IWO stock, worth $240,340. This represents 0.04% of its overall portfolio holdings.

Number of Shares

920

Previous 844 9.0%

Holding current value

$240,340

Previous $239,000 10.46%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$278.19 - $315.36 $21,142 - $23,967	76 Added 9.0%	920 $264,000
Q3 2024 Nov 12, 2024	BUY	$256.4 - $289.78 $9,486 - $10,721	37 Added 4.58%	844 $239,000
Q4 2023 Feb 13, 2024	BUY	$204.07 - $257.57 $164,684 - $207,858	807 New	807 $203,000
Q1 2022 May 09, 2022	SELL	$234.1 - $296.68 $204,837 - $259,595	-875 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$280.02 - $327.35 $35,002 - $40,918	125 Added 16.67%	875 $256,000
Q3 2021 Nov 12, 2021	BUY	$284.4 - $314.06 $213,299 - $235,545	750 New	750 $220,000
Q1 2019 May 07, 2019	SELL	$164.26 - $202.05 $73,095 - $89,912	-445 Closed	0 $0
Q3 2018 Nov 09, 2018	BUY	$204.76 - $220.33 $10,852 - $11,677	53 Added 13.52%	445 $96,000
Q2 2018 Aug 13, 2018	BUY	$185.51 - $214.36 $72,719 - $84,029	392 New	392 $80,000

Others Institutions Holding IWO

# of Institutions

1,166

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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River Wealth Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History