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

Atticus Wealth Management, LLC

$285 Million
Q3 2024

A detailed history of Atticus Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 511 shares of IWO stock, worth $148,481. This represents 0.05% of its overall portfolio holdings.

Number of Shares

511

Previous 510 0.2%

Holding current value

$148,481

Previous $133,000 9.02%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$256.4 - $289.78 $256 - $289	1 Added 0.2%	511 $145,000
Q2 2024 Jul 17, 2024	BUY	$245.29 - $268.7 $245 - $268	1 Added 0.2%	510 $133,000
Q1 2024 Apr 17, 2024	BUY	$239.5 - $270.8 $239 - $270	1 Added 0.2%	509 $137,000
Q4 2023 Jan 17, 2024	BUY	$204.07 - $257.57 $408 - $515	2 Added 0.4%	508 $128,000
Q2 2023 Jul 20, 2023	BUY	$219.8 - $242.66 $219 - $242	1 Added 0.2%	506 $122,000
Q1 2023 Apr 17, 2023	BUY	$212.51 - $245.01 $212 - $245	1 Added 0.2%	505 $114,000
Q4 2022 Jan 31, 2023	BUY	$205.84 - $231.03 $103,743 - $116,439	504 New	504 $108,000
Q2 2022 Jul 13, 2022	BUY	$194.2 - $261.13 $194 - $261	1 Added 0.2%	502 $104,000
Q4 2021 Jan 26, 2022	BUY	$280.02 - $327.35 $280 - $327	1 Added 0.2%	501 $147,000
Q2 2021 Jul 21, 2021	BUY	$278.74 - $313.3 $139,370 - $156,650	500 New	500 $156,000

Others Institutions Holding IWO

# of Institutions

990

Shares Held

33.3M

Call Options Held

84K

Put Options Held

36K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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