A detailed history of Cahill Financial Advisors Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Cahill Financial Advisors Inc holds 1,162 shares of IWO stock, worth $359,964. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,162
Previous 1,327 12.43%
Holding current value
$359,964
Previous $348,000 5.17%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

SELL
$256.4 - $289.78 $42,305 - $47,813
-165 Reduced 12.43%
1,162 $330,000
Q2 2024

Aug 06, 2024

SELL
$245.29 - $268.7 $5,396 - $5,911
-22 Reduced 1.63%
1,327 $348,000
Q1 2024

May 13, 2024

SELL
$239.5 - $270.8 $82,867 - $93,696
-346 Reduced 20.41%
1,349 $365,000
Q4 2023

Feb 13, 2024

BUY
$204.07 - $257.57 $65,506 - $82,679
321 Added 23.36%
1,695 $427,000
Q3 2023

Nov 14, 2023

SELL
$221.24 - $254.04 $1,106 - $1,270
-5 Reduced 0.36%
1,374 $307,000
Q2 2023

Aug 14, 2023

BUY
$219.8 - $242.66 $37,805 - $41,737
172 Added 14.25%
1,379 $334,000
Q1 2023

May 11, 2023

SELL
$212.51 - $245.01 $4,675 - $5,390
-22 Reduced 1.79%
1,207 $273,000
Q4 2022

Feb 14, 2023

BUY
$205.84 - $231.03 $252,977 - $283,935
1,229 New
1,229 $263,000
Q1 2022

May 12, 2022

SELL
$234.1 - $296.68 $168,317 - $213,312
-719 Closed
0 $0
Q4 2021

Feb 11, 2022

SELL
$280.02 - $327.35 $1,400 - $1,636
-5 Reduced 0.69%
719 $210,000
Q3 2021

Nov 16, 2021

SELL
$284.4 - $314.06 $9,100 - $10,049
-32 Reduced 4.23%
724 $213,000
Q2 2021

Aug 16, 2021

SELL
$278.74 - $313.3 $1,393 - $1,566
-5 Reduced 0.66%
756 $236,000
Q1 2021

May 17, 2021

SELL
$282.5 - $336.63 $301,710 - $359,520
-1,068 Reduced 58.39%
761 $229,000
Q4 2020

Feb 17, 2021

BUY
$223.17 - $294.86 $408,177 - $539,298
1,829 New
1,829 $524,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track Cahill Financial Advisors Inc Portfolio

Follow Cahill Financial Advisors Inc 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 Cahill Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cahill Financial Advisors Inc with notifications on news.