Bergan Kdv Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 50 shares of IWO stock, worth $14,171. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50
Previous 50 -0.0%
Holding current value
$14,171
Previous $11,000 9.09%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Apr 27, 2023
SELL
$212.51 - $245.01 $4,675 - $5,390
-22 Reduced 30.56%
50 $11,000
Q4 2022

Jan 31, 2023
BUY
$205.84 - $231.03 $4,528 - $5,082
22 Added 44.0%
72 $15,000
Q1 2022

May 09, 2022
SELL
$234.1 - $296.68 $2,341 - $2,966
-10 Reduced 16.67%
50 $13,000
Q3 2021

Nov 12, 2021
BUY
$284.4 - $314.06 $14,219 - $15,703
50 Added 500.0%
60 $18,000
Q2 2021

Aug 10, 2021
BUY
$278.74 - $313.3 $2,787 - $3,133
10 New
10 $3,000
Q1 2020

Apr 24, 2020
SELL
$135.58 - $225.25 $6,236 - $10,361
-46 Closed
0 $0
Q2 2018

Jul 23, 2018
BUY
$185.51 - $214.36 $8,533 - $9,860
46 New
46 $9,000

Others Institutions Holding IWO

# of Institutions
986
Shares Held
33.4M
Call Options Held
84K
Put Options Held
36K
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 Bergan Kdv Wealth Management, LLC Portfolio

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

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email