Avidian Wealth Solutions, LLC Ishares Russell 2000 Gwt ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 27,229 shares of IWO stock, worth $8.05 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
27,229
Previous 27,642 1.49%
Holding current value
$8.05 Million
Previous $7.96 Million 12.55%
% of portfolio
0.32%
Previous 0.37%

Shares

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

Apr 25, 2025
SELL
$254.58 - $302.92 $105,141 - $125,105
-413 Reduced 1.49%
27,229 $6.96 Million
Q4 2024

Jan 29, 2025
SELL
$278.19 - $315.36 $226,724 - $257,018
-815 Reduced 2.86%
27,642 $7.96 Million
Q3 2024

Oct 30, 2024
SELL
$256.4 - $289.78 $511,774 - $578,400
-1,996 Reduced 6.55%
28,457 $8.08 Million
Q2 2024

Aug 06, 2024
SELL
$245.29 - $268.7 $665,471 - $728,983
-2,713 Reduced 8.18%
30,453 $7.99 Million
Q1 2024

May 03, 2024
SELL
$239.5 - $270.8 $549,652 - $621,486
-2,295 Reduced 6.47%
33,166 $8.98 Million
Q4 2023

Feb 06, 2024
SELL
$204.07 - $257.57 $2.62 Million - $3.3 Million
-12,825 Reduced 26.56%
35,461 $8.94 Million
Q3 2023

Oct 13, 2023
SELL
$221.24 - $254.04 $882,526 - $1.01 Million
-3,989 Reduced 7.63%
48,286 $10.8 Million
Q2 2023

Aug 03, 2023
BUY
$219.8 - $242.66 $2.25 Million - $2.49 Million
10,243 Added 24.37%
52,275 $12.7 Million
Q1 2023

May 08, 2023
BUY
$212.51 - $245.01 $8.93 Million - $10.3 Million
42,032 New
42,032 $9.53 Million

Others Institutions Holding IWO

# of Institutions
1,093
Shares Held
33.2M
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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