A detailed history of Ballentine Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Ballentine Partners, LLC holds 707 shares of IWO stock, worth $221,107. This represents 0.0% of its overall portfolio holdings.

Number of Shares
707
Holding current value
$221,107
% of portfolio
0.0%

Shares

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

Oct 23, 2024

BUY
$256.4 - $289.78 $181,274 - $204,874
707 New
707 $200,000
Q1 2020

Apr 23, 2020

SELL
$135.58 - $225.25 $385,453 - $640,385
-2,843 Closed
0 $0
Q4 2019

Jan 22, 2020

BUY
$186.63 - $216.19 $530,589 - $614,628
2,843 New
2,843 $609,000
Q4 2017

Feb 02, 2018

SELL
$177.13 - $188.2 $107,872 - $114,613
-609 Closed
0 $0
Q3 2017

Nov 06, 2017

BUY
$173.97 - $178.96 $105,947 - $108,986
609
609 $109,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Ballentine Partners, LLC Portfolio

Follow Ballentine Partners, 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 Ballentine Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ballentine Partners, LLC with notifications on news.