Concord Wealth Partners Ishares Russell 2000 Gwt ETF Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Concord Wealth Partners holds 6 shares of IWO stock, worth $1,781. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6
Previous 38 84.21%
Holding current value
$1,781
Previous $10,000 90.0%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$278.19 - $315.36 $8,902 - $10,091
-32 Reduced 84.21%
6 $1,000
Q3 2024

Oct 24, 2024
BUY
$256.4 - $289.78 $6,666 - $7,534
26 Added 216.67%
38 $10,000
Q2 2024

Jul 31, 2024
SELL
$245.29 - $268.7 $27,963 - $30,631
-114 Reduced 90.48%
12 $3,000
Q1 2024

Apr 30, 2024
BUY
$239.5 - $270.8 $28,740 - $32,496
120 Added 2000.0%
126 $34,000
Q4 2023

Apr 30, 2024
SELL
$204.07 - $257.57 $39,793 - $50,226
-195 Reduced 97.01%
6 $1,000
Q4 2023

Feb 05, 2024
SELL
$204.07 - $257.57 $39,793 - $50,226
-195 Reduced 97.01%
6 $1,000
Q3 2023

Apr 30, 2024
BUY
$221.24 - $254.04 $43,141 - $49,537
195 Added 3250.0%
201 $45,000
Q3 2023

Oct 25, 2023
SELL
$221.24 - $254.04 $74,336 - $85,357
-336 Reduced 62.57%
201 $45,000
Q2 2023

Aug 07, 2023
BUY
$219.8 - $242.66 $79,347 - $87,600
361 Added 205.11%
537 $130,000
Q1 2023

Apr 26, 2023
BUY
$212.51 - $245.01 $3,612 - $4,165
17 Added 10.69%
176 $39,000
Q4 2022

Jan 27, 2023
BUY
$205.84 - $231.03 $32,728 - $36,733
159 New
159 $34,000
Q2 2022

Aug 04, 2022
BUY
$194.2 - $261.13 $3,884 - $5,222
20 Added 117.65%
37 $8,000
Q1 2022

Apr 20, 2022
SELL
$234.1 - $296.68 $20,366 - $25,811
-87 Reduced 83.65%
17 $4,000
Q4 2021

Jan 21, 2022
BUY
$280.02 - $327.35 $1,680 - $1,964
6 Added 6.12%
104 $30,000
Q3 2021

Nov 09, 2021
SELL
$284.4 - $314.06 $1,706 - $1,884
-6 Reduced 5.77%
98 $29,000
Q2 2021

Jul 29, 2021
SELL
$278.74 - $313.3 $21,462 - $24,124
-77 Reduced 42.54%
104 $32,000
Q1 2021

May 13, 2021
BUY
$282.5 - $336.63 $37,572 - $44,771
133 Added 277.08%
181 $54,000
Q4 2020

Feb 16, 2021
BUY
$223.17 - $294.86 $10,712 - $14,153
48 New
48 $14,000

Others Institutions Holding IWO

# of Institutions
1,091
Shares Held
33.3M
Call Options Held
179K
Put Options Held
176K
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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