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

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 2024

A detailed history of Avaii Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 1,570 shares of IWO stock, worth $486,354. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,570
Previous 1,580 0.63%
Holding current value
$486,354
Previous $414,000 7.49%
% of portfolio
0.25%
Previous 0.23%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$256.4 - $289.78 $2,564 - $2,897
-10 Reduced 0.63%
1,570 $445,000
Q2 2024

Jul 31, 2024
SELL
$245.29 - $268.7 $60,831 - $66,637
-248 Reduced 13.57%
1,580 $414,000
Q1 2024

Apr 29, 2024
SELL
$239.5 - $270.8 $4,790 - $5,416
-20 Reduced 1.08%
1,828 $495,000
Q4 2023

Feb 05, 2024
SELL
$204.07 - $257.57 $2,652 - $3,348
-13 Reduced 0.7%
1,848 $466,000
Q2 2023

Jul 31, 2023
SELL
$219.8 - $242.66 $23,298 - $25,721
-106 Reduced 5.39%
1,861 $451,000
Q1 2023

Apr 10, 2023
SELL
$212.51 - $245.01 $5,950 - $6,860
-28 Reduced 1.4%
1,967 $446,000
Q4 2022

Jan 25, 2023
BUY
$205.84 - $231.03 $36,433 - $40,892
177 Added 9.74%
1,995 $0
Q3 2022

Nov 14, 2022
SELL
$202.93 - $248.43 $1,014 - $1,242
-5 Reduced 0.27%
1,818 $376,000
Q2 2022

Aug 12, 2022
SELL
$194.2 - $261.13 $17,089 - $22,979
-88 Reduced 4.6%
1,823 $376,000
Q4 2021

Feb 14, 2022
BUY
$280.02 - $327.35 $535,118 - $625,565
1,911 New
1,911 $560,000

Others Institutions Holding IWO

# of Institutions
1,057
Shares Held
32.3M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email