A detailed history of O'Connor Financial Group LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, O'Connor Financial Group LLC holds 1,421 shares of IWO stock, worth $413,297. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,421
Previous 1,421 -0.0%
Holding current value
$413,297
Previous $373 Million 8.18%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Aug 13, 2024

SELL
$245.29 - $268.7 $490 - $537
-2 Reduced 0.14%
1,421 $373 Million
Q1 2024

Apr 11, 2024

SELL
$239.5 - $270.8 $1,676 - $1,895
-7 Reduced 0.49%
1,423 $385 Million
Q3 2023

Oct 20, 2023

BUY
$221.24 - $254.04 $2,876 - $3,302
13 Added 0.92%
1,430 $321 Million
Q2 2023

Jul 14, 2023

BUY
$219.8 - $242.66 $60,884 - $67,216
277 Added 24.3%
1,417 $344 Million
Q1 2023

Apr 14, 2023

BUY
$212.51 - $245.01 $242,261 - $279,311
1,140 New
1,140 $259 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track O'Connor Financial Group LLC Portfolio

Follow O'Connor Financial Group 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 O'Connor Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on O'Connor Financial Group LLC with notifications on news.