Wescott Financial Advisory Group, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wescott Financial Advisory Group, LLC

  • $862 Million
  • Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,033 shares of IWO stock, worth $807,596. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,033
Previous 2,710 11.92%
Holding current value
$807,596
Previous $769,000 13.39%
% of portfolio
0.1%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$278.19 - $315.36 $89,855 - $101,861
323 Added 11.92%
3,033 $872,000
Q3 2024

Nov 12, 2024
BUY
$256.4 - $289.78 $88,714 - $100,263
346 Added 14.64%
2,710 $769,000
Q2 2024

Aug 14, 2024
BUY
$245.29 - $268.7 $165,080 - $180,835
673 Added 39.8%
2,364 $620,000
Q1 2024

May 13, 2024
BUY
$239.5 - $270.8 $404,994 - $457,922
1,691 New
1,691 $457,000

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
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