Strategic Financial Concepts, LLC Ishares Russell 2000 Gwt ETF Transaction History

Strategic Financial Concepts, LLC

  • $549 Billion
  • Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 349,989 shares of IWO stock, worth $104 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
349,989
Previous 1,549 22494.51%
Holding current value
$104 Million
Previous $440 Million 20.44%
% of portfolio
0.06%
Previous 0.14%

Shares

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

Jan 30, 2025
SELL
$278.19 - $315.36 $97 Million - $110 Million
-348,773 Reduced 99.65%
1,216 $350 Million
Q4 2024

Jan 27, 2025
BUY
$278.19 - $315.36 $96.9 Million - $110 Million
348,440 Added 22494.51%
349,989 $350 Million
Q3 2024

Nov 12, 2024
SELL
$256.4 - $289.78 $198 Million - $224 Million
-772,592 Reduced 99.8%
1,549 $440 Million
Q2 2024

Aug 06, 2024
BUY
$245.29 - $268.7 $189 Million - $207 Million
771,455 Added 28721.33%
774,141 $2.74 Million
Q1 2024

Apr 22, 2024
BUY
$239.5 - $270.8 $643,297 - $727,368
2,686 New
2,686 $727 Million
Q3 2023

Nov 07, 2023
BUY
$221.24 - $254.04 $215,709 - $247,689
975 Added 55.37%
2,736 $613 Million
Q2 2023

Sep 06, 2023
BUY
$219.8 - $242.66 $3,297 - $3,639
15 Added 0.86%
1,761 $427 Million
Q1 2023

Sep 06, 2023
BUY
$212.51 - $245.01 $371,042 - $427,787
1,746 New
1,746 $396 Million

Others Institutions Holding IWO

# of Institutions
1,110
Shares Held
34.3M
Call Options Held
180K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email