Compass Ion Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Compass Ion Advisors, LLC

  • $851 Million
  • Q2 2025

A detailed history of Compass Ion Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Compass Ion Advisors, LLC holds 772 shares of IWO stock, worth $225,068. This represents 0.03% of its overall portfolio holdings.

Number of Shares
772
Holding current value
$225,068
% of portfolio
0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$224.16 - $285.86 $173,051 - $220,683
772 New
772 $220,000
Q4 2024

Feb 10, 2025
BUY
$278.19 - $315.36 $278 - $315
1 Added 0.13%
771 $221,000
Q3 2024

Oct 18, 2024
BUY
$256.4 - $289.78 $256 - $289
1 Added 0.13%
770 $218,000
Q1 2024

Apr 17, 2024
BUY
$239.5 - $270.8 $184,175 - $208,245
769 New
769 $208,000

Others Institutions Holding IWO

# of Institutions
1,099
Shares Held
32.7M
Call Options Held
39.4K
Put Options Held
28K
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 Compass Ion Advisors, LLC Portfolio

Follow Compass Ion Advisors, 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 Compass Ion Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Compass Ion Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email