Holistic Planning, LLC Ishares Russell 2000 Gwt ETF Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 1,128 shares of IWO stock, worth $357,948. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,128
Previous 957 17.87%
Holding current value
$357,948
Previous $245 Million 31.88%
% of portfolio
0.09%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$224.16 - $285.86 $38,331 - $48,882
171 Added 17.87%
1,128 $323 Million
Q4 2024

Jan 24, 2025
BUY
$278.19 - $315.36 $266,227 - $301,799
957 New
957 $275 Million

Others Institutions Holding IWO

# of Institutions
1,103
Shares Held
33.2M
Call Options Held
45.7K
Put Options Held
26.2K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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