Trifecta Capital Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Trifecta Capital Advisors, LLC

  • $478 Billion
  • Q3 2024

A detailed history of Trifecta Capital Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Trifecta Capital Advisors, LLC holds 1,737 shares of IWO stock, worth $537,966. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,737
Previous 1,737 -0.0%
Holding current value
$537,966
Previous $456 Million 8.18%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$219.8 - $242.66 $159,794 - $176,413
727 Added 71.98%
1,737 $422 Million
Q4 2022

Jan 17, 2023
BUY
$205.84 - $231.03 $207,898 - $233,340
1,010 New
1,010 $217 Million

Others Institutions Holding IWO

# of Institutions
1,020
Shares Held
33.8M
Call Options Held
84K
Put Options Held
36K
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 Trifecta Capital Advisors, LLC Portfolio

Follow Trifecta Capital Advisors, 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 Trifecta Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trifecta Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email