Slate Stone Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History

Slate Stone Wealth, LLC

  • $1.02 Billion
  • Q4 2024

A detailed history of Slate Stone Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Slate Stone Wealth, LLC holds 1,027 shares of IWO stock, worth $273,459. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,027
Previous 1,027 -0.0%
Holding current value
$273,459
Previous $292,000 1.37%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$256.4 - $289.78 $282,040 - $318,757
-1,100 Reduced 51.72%
1,027 $292,000
Q2 2024

Jul 25, 2024
BUY
$245.29 - $268.7 $147,174 - $161,220
600 Added 39.29%
2,127 $558,000
Q1 2024

Apr 26, 2024
BUY
$239.5 - $270.8 $119,750 - $135,400
500 Added 48.69%
1,527 $414,000
Q2 2023

Aug 07, 2023
SELL
$219.8 - $242.66 $19,782 - $21,839
-90 Reduced 8.06%
1,027 $249,000
Q1 2023

Aug 08, 2023
BUY
$212.51 - $245.01 $19,125 - $22,050
90 Added 8.76%
1,117 $253,000
Q2 2022

Aug 04, 2022
BUY
$194.2 - $261.13 $216,921 - $291,682
1,117 New
1,117 $230,000
Q1 2020

Apr 28, 2020
SELL
$135.58 - $225.25 $1.07 Million - $1.78 Million
-7,895 Closed
0 $0
Q4 2019

Feb 06, 2020
SELL
$186.63 - $216.19 $171,139 - $198,246
-917 Reduced 10.41%
7,895 $1.69 Million
Q3 2019

Nov 05, 2019
SELL
$189.94 - $205.08 $133,907 - $144,581
-705 Reduced 7.41%
8,812 $1.7 Million
Q2 2019

Aug 05, 2019
SELL
$187.22 - $206.14 $68,335 - $75,241
-365 Reduced 3.69%
9,517 $1.91 Million
Q1 2019

May 06, 2019
BUY
$164.26 - $202.05 $1.62 Million - $2 Million
9,882 New
9,882 $1.94 Million

Others Institutions Holding IWO

# of Institutions
1,167
Shares Held
35.3M
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
Track This Portfolio

Track Slate Stone Wealth, LLC Portfolio

Follow Slate Stone Wealth, 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 Slate Stone Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Slate Stone Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email