Spire Wealth Management Ishares Russell 2000 Gwt ETF Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Spire Wealth Management holds 3,103 shares of IWO stock, worth $858,600. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,103

Previous 1,090 184.68%

Holding current value

$858,600

Previous $309,000 189.0%

% of portfolio

0.03%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$278.19 - $315.36 $559,996 - $634,819	2,013 Added 184.68%	3,103 $893,000
Q3 2024 Oct 15, 2024	BUY	$256.4 - $289.78 $4,615 - $5,216	18 Added 1.68%	1,090 $309,000
Q2 2024 Jul 31, 2024	SELL	$245.29 - $268.7 $996,122 - $1.09 Million	-4,061 Reduced 79.12%	1,072 $281,000
Q1 2024 Apr 24, 2024	SELL	$239.5 - $270.8 $49,576 - $56,055	-207 Reduced 3.88%	5,133 $1.39 Million
Q4 2023 Feb 06, 2024	BUY	$204.07 - $257.57 $166,521 - $210,177	816 Added 18.04%	5,340 $1.35 Million
Q3 2023 Nov 08, 2023	BUY	$221.24 - $254.04 $9,955 - $11,431	45 Added 1.0%	4,524 $1.01 Million
Q2 2023 Aug 09, 2023	SELL	$219.8 - $242.66 $122,868 - $135,646	-559 Reduced 11.1%	4,479 $1.09 Million
Q1 2023 May 09, 2023	SELL	$212.51 - $245.01 $79,691 - $91,878	-375 Reduced 6.93%	5,038 $1.14 Million
Q4 2022 Feb 03, 2023	SELL	$205.84 - $231.03 $31,493 - $35,347	-153 Reduced 2.75%	5,413 $1.16 Million
Q3 2022 Nov 07, 2022	BUY	$202.93 - $248.43 $782,295 - $957,697	3,855 Added 225.31%	5,566 $1.15 Million
Q2 2022 Jul 22, 2022	SELL	$194.2 - $261.13 $31,654 - $42,564	-163 Reduced 8.7%	1,711 $353,000
Q1 2022 Apr 18, 2022	SELL	$234.1 - $296.68 $931,015 - $1.18 Million	-3,977 Reduced 67.97%	1,874 $479,000
Q4 2021 Jan 14, 2022	BUY	$280.02 - $327.35 $17,921 - $20,950	64 Added 1.11%	5,851 $1.72 Million
Q3 2021 Oct 22, 2021	BUY	$284.4 - $314.06 $44,366 - $48,993	156 Added 2.77%	5,787 $1.7 Million
Q2 2021 Jul 26, 2021	SELL	$278.74 - $313.3 $14,773 - $16,604	-53 Reduced 0.93%	5,631 $1.76 Million
Q1 2021 May 21, 2021	BUY	$282.5 - $336.63 $1.61 Million - $1.91 Million	5,684 New	5,684 $1.71 Million

Others Institutions Holding IWO

# of Institutions

1,161

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Russell 2000 Gwt ETF Transaction History