9258 Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	SELL	$239.5 - $270.8 $1,437 - $1,624	-6 Reduced 0.49%	1,209 $327,000
Q4 2023 Feb 06, 2024	SELL	$204.07 - $257.57 $32,855 - $41,468	-161 Reduced 11.7%	1,215 $306,000
Q3 2023 Nov 08, 2023	SELL	$221.24 - $254.04 $24,557 - $28,198	-111 Reduced 7.46%	1,376 $308,000
Q2 2023 Aug 08, 2023	SELL	$219.8 - $242.66 $439 - $485	-2 Reduced 0.13%	1,487 $360,000
Q4 2022 Feb 03, 2023	SELL	$205.84 - $231.03 $19,966 - $22,409	-97 Reduced 6.12%	1,489 $319,000
Q3 2022 Nov 08, 2022	SELL	$202.93 - $248.43 $3,855 - $4,720	-19 Reduced 1.18%	1,586 $328,000
Q2 2022 Aug 04, 2022	SELL	$194.2 - $261.13 $51,268 - $68,938	-264 Reduced 14.13%	1,605 $331,000
Q1 2022 May 13, 2022	SELL	$234.1 - $296.68 $5,150 - $6,526	-22 Reduced 1.16%	1,869 $478,000
Q4 2021 Feb 11, 2022	BUY	$280.02 - $327.35 $255,098 - $298,215	911 Added 92.96%	1,891 $554,000
Q3 2021 Nov 12, 2021	SELL	$284.4 - $314.06 $853 - $942	-3 Reduced 0.31%	980 $288,000
Q2 2021 Aug 13, 2021	BUY	$278.74 - $313.3 $1,114 - $1,253	4 Added 0.41%	983 $306,000
Q4 2020 Feb 10, 2021	BUY	$223.17 - $294.86 $218,483 - $288,667	979 New	979 $281,000

Others Institutions Holding IWO

# of Institutions

990

Shares Held

33.3M

Call Options Held

84K

Put Options Held

36K

About ISHARES RUSSELL 2000 GWT ETF

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