A detailed history of Bogart Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Bogart Wealth, LLC holds 115 shares of IWO stock, worth $33,415. This represents 0.0% of its overall portfolio holdings.

Number of Shares
115
Previous 104 10.58%
Holding current value
$33,415
Previous $28,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$245.29 - $268.7 $2,698 - $2,955
11 Added 10.58%
115 $30,000
Q1 2024

Apr 25, 2024

SELL
$239.5 - $270.8 $1,197 - $1,354
-5 Reduced 4.59%
104 $28,000
Q4 2023

Feb 06, 2024

SELL
$204.07 - $257.57 $13,060 - $16,484
-64 Reduced 36.99%
109 $27,000
Q1 2023

Apr 21, 2023

SELL
$212.51 - $245.01 $425 - $490
-2 Reduced 1.14%
173 $39,000
Q1 2022

Apr 22, 2022

SELL
$234.1 - $296.68 $936 - $1,186
-4 Reduced 2.23%
175 $45,000
Q3 2021

Oct 15, 2021

SELL
$284.4 - $314.06 $5,972 - $6,595
-21 Reduced 10.5%
179 $53,000
Q2 2021

Aug 06, 2021

BUY
$278.74 - $313.3 $17,560 - $19,737
63 Added 45.99%
200 $63,000
Q1 2021

Apr 16, 2021

BUY
$282.5 - $336.63 $38,702 - $46,118
137 New
137 $41,000
Q3 2019

Oct 10, 2019

SELL
$189.94 - $205.08 $0 - $0
0 Closed
0 $0
Q2 2019

Jul 11, 2019

SELL
$187.22 - $206.14 $3,182 - $3,504
-17 Closed
0 $0
Q1 2019

Apr 08, 2019

SELL
$164.26 - $202.05 $7,391 - $9,092
-45 Reduced 72.58%
17 $3,000
Q4 2018

Jan 15, 2019

BUY
$156.33 - $211.73 $3,126 - $4,234
20 Added 47.62%
62 $10,000
Q3 2018

Oct 16, 2018

SELL
$204.76 - $220.33 $409 - $440
-2 Reduced 4.55%
42 $9,000
Q1 2018

Apr 13, 2018

SELL
$179.86 - $200.59 $9,712 - $10,831
-54 Reduced 55.1%
44 $8,000
Q3 2017

Oct 12, 2017

BUY
$173.97 - $178.96 $17,049 - $17,538
98
98 $18,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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