A detailed history of Leo Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Leo Wealth, LLC holds 1,464 shares of IWO stock, worth $413,492. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,464
Previous 913 60.35%
Holding current value
$413,492
Previous $247 Million 55.58%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$245.29 - $268.7 $135,154 - $148,053
551 Added 60.35%
1,464 $384 Million
Q1 2024

May 09, 2024

SELL
$239.5 - $270.8 $58,677 - $66,346
-245 Reduced 21.16%
913 $247 Million
Q4 2023

Mar 14, 2024

BUY
$204.07 - $257.57 $236,313 - $298,266
1,158 New
1,158 $296 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track Leo Wealth, LLC Portfolio

Follow Leo Wealth, 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 Leo Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leo Wealth, LLC with notifications on news.