Arkadios Wealth Advisors Ishares Russell 2000 Gwt ETF Transaction History

Arkadios Wealth Advisors

$1.71 Billion
Q4 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Arkadios Wealth Advisors holds 2,040 shares of IWO stock, worth $602,962. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,040

Previous 2,221 8.15%

Holding current value

$602,962

Previous $630,000 6.83%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$278.19 - $315.36 $50,352 - $57,080	-181 Reduced 8.15%	2,040 $587,000
Q3 2024 Oct 24, 2024	BUY	$256.4 - $289.78 $9,230 - $10,432	36 Added 1.65%	2,221 $630,000
Q2 2024 Jul 29, 2024	BUY	$245.29 - $268.7 $177,835 - $194,807	725 Added 49.66%	2,185 $573,000
Q1 2024 Apr 30, 2024	SELL	$239.5 - $270.8 $74,005 - $83,677	-309 Reduced 17.47%	1,460 $395,000
Q4 2023 Jan 24, 2024	BUY	$204.07 - $257.57 $9,999 - $12,620	49 Added 2.85%	1,769 $446,000
Q2 2023 Jul 26, 2023	BUY	$219.8 - $242.66 $60,445 - $66,731	275 Added 19.03%	1,720 $417,000
Q1 2023 May 02, 2023	SELL	$212.51 - $245.01 $7,012 - $8,085	-33 Reduced 2.23%	1,445 $327,000
Q4 2022 Jan 11, 2023	SELL	$205.84 - $231.03 $1,646 - $1,848	-8 Reduced 0.54%	1,478 $0
Q3 2022 Oct 21, 2022	BUY	$202.93 - $248.43 $85,839 - $105,085	423 Added 39.79%	1,486 $307,000
Q2 2022 Jul 14, 2022	BUY	$194.2 - $261.13 $7,768 - $10,445	40 Added 3.91%	1,063 $219,000
Q1 2022 May 02, 2022	SELL	$234.1 - $296.68 $14,046 - $17,800	-60 Reduced 5.54%	1,023 $262,000
Q4 2021 Feb 03, 2022	SELL	$280.02 - $327.35 $22,121 - $25,860	-79 Reduced 6.8%	1,083 $317,000
Q3 2021 Oct 19, 2021	SELL	$284.4 - $314.06 $257,666 - $284,538	-906 Reduced 43.81%	1,162 $341,000
Q2 2021 Jul 28, 2021	BUY	$278.74 - $313.3 $15,609 - $17,544	56 Added 2.78%	2,068 $644,000
Q1 2021 Apr 26, 2021	BUY	$282.5 - $336.63 $282 - $336	1 Added 0.05%	2,012 $605,000
Q4 2020 Feb 09, 2021	BUY	$223.17 - $294.86 $232,989 - $307,833	1,044 Added 107.96%	2,011 $576,000
Q2 2020 Aug 10, 2020	BUY	$145.61 - $213.67 $6,843 - $10,042	47 Added 5.11%	967 $201 Million
Q4 2019 Feb 14, 2020	BUY	$186.63 - $216.19 $171,699 - $198,894	920 New	920 $197,000

Others Institutions Holding IWO

# of Institutions

1,156

Shares Held

35.3M

Call Options Held

255K

Put Options Held

61.1K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Russell 2000 Gwt ETF Transaction History