A detailed history of Coastwise Capital Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 1,477 shares of IWO stock, worth $440,958. This represents 0.35% of its overall portfolio holdings.

Number of Shares
1,477
Previous 1,483 0.4%
Holding current value
$440,958
Previous $389,000 7.71%
% of portfolio
0.35%
Previous 0.38%

Shares

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

Nov 14, 2024

SELL
$256.4 - $289.78 $1,538 - $1,738
-6 Reduced 0.4%
1,477 $419,000
Q2 2024

Aug 14, 2024

SELL
$245.29 - $268.7 $981 - $1,074
-4 Reduced 0.27%
1,483 $389,000
Q1 2024

May 14, 2024

BUY
$239.5 - $270.8 $239 - $270
1 Added 0.07%
1,487 $402,000
Q4 2023

Feb 14, 2024

BUY
$204.07 - $257.57 $15,713 - $19,832
77 Added 5.46%
1,486 $374,000
Q2 2023

Aug 10, 2023

BUY
$219.8 - $242.66 $439 - $485
2 Added 0.14%
1,409 $341,000
Q1 2023

May 11, 2023

BUY
$212.51 - $245.01 $212 - $245
1 Added 0.07%
1,407 $319,000
Q4 2022

Feb 14, 2023

BUY
$205.84 - $231.03 $823 - $924
4 Added 0.29%
1,406 $301,000
Q3 2022

Nov 10, 2022

SELL
$202.93 - $248.43 $196,842 - $240,977
-970 Reduced 40.89%
1,402 $290,000
Q2 2022

Aug 15, 2022

BUY
$194.2 - $261.13 $194,394 - $261,391
1,001 Added 73.01%
2,372 $489,000
Q1 2022

Aug 15, 2022

BUY
$234.1 - $296.68 $320,951 - $406,748
1,371 New
1,371 $351,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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

Track Coastwise Capital Group, LLC Portfolio

Follow Coastwise Capital Group, 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 Coastwise Capital Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Coastwise Capital Group, LLC with notifications on news.