A detailed history of Aprio Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 1,061 shares of IWO stock, worth $308,294. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,061
Previous 1,061 -0.0%
Holding current value
$308,294
Previous $278,000 8.27%
% of portfolio
0.05%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

SELL
$204.07 - $257.57 $11,427 - $14,423
-56 Reduced 5.01%
1,061 $267,000
Q3 2023

Oct 10, 2023

BUY
$221.24 - $254.04 $12,389 - $14,226
56 Added 5.28%
1,117 $250,000
Q2 2023

Jul 13, 2023

SELL
$219.8 - $242.66 $219 - $242
-1 Reduced 0.09%
1,061 $257,000
Q1 2023

Apr 14, 2023

BUY
$212.51 - $245.01 $4,037 - $4,655
19 Added 1.82%
1,062 $240,000
Q2 2022

Jul 26, 2022

SELL
$194.2 - $261.13 $42,918 - $57,709
-221 Reduced 17.48%
1,043 $215,000
Q4 2021

Jan 26, 2022

SELL
$280.02 - $327.35 $3,920 - $4,582
-14 Reduced 1.1%
1,264 $370,000
Q2 2021

Jul 23, 2021

SELL
$278.74 - $313.3 $2.1 Million - $2.36 Million
-7,525 Reduced 85.48%
1,278 $398,000
Q4 2020

Jan 11, 2021

BUY
$223.17 - $294.86 $1.69 Million - $2.23 Million
7,553 Added 604.24%
8,803 $2.52 Million
Q3 2020

Oct 14, 2020

SELL
$203.91 - $230.98 $30,382 - $34,416
-149 Reduced 10.65%
1,250 $277,000
Q2 2020

Jul 20, 2020

SELL
$145.61 - $213.67 $18,783 - $27,563
-129 Reduced 8.44%
1,399 $289,000
Q1 2020

Apr 16, 2020

BUY
$135.58 - $225.25 $14,778 - $24,552
109 Added 7.68%
1,528 $242,000
Q4 2019

Feb 14, 2020

BUY
$186.63 - $216.19 $264,827 - $306,773
1,419 New
1,419 $304,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, 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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.