Lmg Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Lmg Wealth Partners, LLC

$401 Billion
Q2 2024

A detailed history of Lmg Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Lmg Wealth Partners, LLC holds 45,136 shares of IWO stock, worth $12.7 Million. This represents 2.95% of its overall portfolio holdings.

Number of Shares

45,136

Previous 45,001 0.3%

Holding current value

$12.7 Million

Previous $12.2 Billion 2.76%

% of portfolio

2.95%

Previous 3.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	BUY	$245.29 - $268.7 $33,114 - $36,274	135 Added 0.3%	45,136 $11.8 Billion
Q1 2024 May 03, 2024	SELL	$239.5 - $270.8 $15,567 - $17,602	-65 Reduced 0.14%	45,001 $12.2 Billion
Q4 2023 Jan 23, 2024	BUY	$204.07 - $257.57 $7,958 - $10,045	39 Added 0.09%	45,066 $11.4 Billion
Q3 2023 Oct 16, 2023	BUY	$221.24 - $254.04 $85,177 - $97,805	385 Added 0.86%	45,027 $10.1 Billion
Q2 2023 Jul 27, 2023	BUY	$219.8 - $242.66 $78,908 - $87,114	359 Added 0.81%	44,642 $10.8 Billion
Q1 2023 May 02, 2023	BUY	$212.51 - $245.01 $144,506 - $166,606	680 Added 1.56%	44,283 $10 Billion
Q4 2022 Feb 14, 2023	BUY	$205.84 - $231.03 $8.98 Million - $10.1 Million	43,603 New	43,603 $10.1 Billion

Others Institutions Holding IWO

# of Institutions

985

Shares Held

33.4M

Call Options Held

84K

Put Options Held

36K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Lmg Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History