Concentric Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Concentric Wealth Management, LLC

  • $379 Million
  • Q2 2024

A detailed history of Concentric Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 1,094 shares of IWO stock, worth $317,883. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,094
Previous 1,129 3.1%
Holding current value
$317,883
Previous $305,000 5.9%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Aug 13, 2024
SELL
$245.29 - $268.7 $8,585 - $9,404
-35 Reduced 3.1%
1,094 $287,000
Q1 2024

May 08, 2024
BUY
$239.5 - $270.8 $270,395 - $305,733
1,129 New
1,129 $305,000

Others Institutions Holding IWO

# of Institutions
990
Shares Held
33.3M
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
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