A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 715 shares of IWO stock, worth $223,566. This represents 0.03% of its overall portfolio holdings.

Number of Shares
715
Holding current value
$223,566
% of portfolio
0.03%

Shares

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

Nov 01, 2024

BUY
$256.4 - $289.78 $183,325 - $207,192
715 New
715 $203 Million
Q4 2023

Feb 14, 2024

BUY
$204.07 - $257.57 $57,343 - $72,377
281 Added 71.5%
674 $170 Million
Q3 2022

May 28, 2024

SELL
$202.93 - $248.43 $136,774 - $167,441
-674 Closed
0 $0
Q2 2022

May 28, 2024

BUY
$194.2 - $261.13 $47,384 - $63,715
244 Added 56.74%
674 $139,000
Q1 2022

May 28, 2024

BUY
$234.1 - $296.68 $100,663 - $127,572
430 New
430 $109,000
Q2 2020

Aug 20, 2020

BUY
$145.61 - $213.67 $57,224 - $83,972
393 New
393 $81,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Rockbridge Investment Management, Lcc Portfolio

Follow Rockbridge Investment Management, Lcc 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 Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.