Archvest Wealth Advisors, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Archvest Wealth Advisors, Inc.

  • $120 Million
  • Q1 2025

A detailed history of Archvest Wealth Advisors, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 2,249 shares of IWO stock, worth $661,206. This represents 0.48% of its overall portfolio holdings.

Number of Shares
2,249
Previous 2,483 9.42%
Holding current value
$661,206
Previous $714,000 19.61%
% of portfolio
0.48%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
$254.58 - $302.92 $59,571 - $70,883
-234 Reduced 9.42%
2,249 $574,000
Q4 2024

Jan 28, 2025
BUY
$278.19 - $315.36 $6,676 - $7,568
24 Added 0.98%
2,483 $714,000
Q3 2024

Nov 04, 2024
BUY
$256.4 - $289.78 $1,025 - $1,159
4 Added 0.16%
2,459 $698,000
Q2 2024

Aug 12, 2024
BUY
$245.29 - $268.7 $602,186 - $659,658
2,455 New
2,455 $644,000

Others Institutions Holding IWO

# of Institutions
1,095
Shares Held
33M
Call Options Held
40.4K
Put Options Held
33.2K
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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