Synergy Asset Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Synergy Asset Management, LLC

  • $902 Million
  • Q4 2025

A detailed history of Synergy Asset Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Synergy Asset Management, LLC holds 685 shares of IWO stock, worth $213,802. This represents 0.02% of its overall portfolio holdings.

Number of Shares
685
Previous 681 0.59%
Holding current value
$213,802
Previous $217,000 1.84%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$310.75 - $335.0 $1,243 - $1,340
4 Added 0.59%
685 $213,000
Q3 2025

Oct 21, 2025
BUY
$284.45 - $324.95 $193,710 - $221,290
681 New
681 $217,000
Q4 2024

Jan 23, 2025
BUY
$278.19 - $315.36 $386,684 - $438,350
1,390 New
1,390 $400,000

Others Institutions Holding IWO

# of Institutions
1,160
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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