Wealthsource Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Wealthsource Partners, LLC holds 2,614 shares of IWO stock, worth $723,293. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,614
Previous 1,514 72.66%
Holding current value
$723,293
Previous $339,000 94.4%
% of portfolio
0.04%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$204.07 - $257.57 $224,477 - $283,327
1,100 Added 72.66%
2,614 $659,000
Q3 2023

Nov 09, 2023
SELL
$221.24 - $254.04 $221 - $254
-1 Reduced 0.07%
1,514 $339,000
Q2 2023

Aug 14, 2023
SELL
$219.8 - $242.66 $879 - $970
-4 Reduced 0.26%
1,515 $367,000
Q4 2022

Feb 09, 2023
BUY
$205.84 - $231.03 $4,940 - $5,544
24 Added 1.61%
1,519 $325,000
Q2 2022

Aug 10, 2022
BUY
$194.2 - $261.13 $290,329 - $390,389
1,495 New
1,495 $308,000

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

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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