Confluence Wealth Services, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 53,527 shares of IWO stock, worth $15.7 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
53,527
Previous 50,088 6.87%
Holding current value
$15.7 Million
Previous $12.8 Million 19.56%
% of portfolio
0.91%
Previous 0.84%

Shares

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

Jul 22, 2025
BUY
$224.16 - $285.86 $770,886 - $983,072
3,439 Added 6.87%
53,527 $15.3 Million
Q1 2025

Apr 24, 2025
BUY
$254.58 - $302.92 $420,057 - $499,818
1,650 Added 3.41%
50,088 $12.8 Million
Q4 2024

Jan 27, 2025
BUY
$278.19 - $315.36 $1.56 Million - $1.77 Million
5,611 Added 13.1%
48,438 $13.9 Million
Q3 2024

Oct 29, 2024
BUY
$256.4 - $289.78 $1.07 Million - $1.21 Million
4,172 Added 10.79%
42,827 $12.2 Million
Q2 2024

Jul 31, 2024
BUY
$245.29 - $268.7 $3.34 Million - $3.66 Million
13,627 Added 54.45%
38,655 $10.1 Million
Q1 2024

Apr 22, 2024
BUY
$239.5 - $270.8 $1.16 Million - $1.31 Million
4,823 Added 23.87%
25,028 $6.78 Million
Q4 2023

Jan 25, 2024
BUY
$204.07 - $257.57 $3.08 Million - $3.89 Million
15,099 Added 295.71%
20,205 $5.1 Million
Q3 2023

Nov 01, 2023
BUY
$221.24 - $254.04 $186,284 - $213,901
842 Added 19.75%
5,106 $1.14 Million
Q2 2023

Aug 01, 2023
BUY
$219.8 - $242.66 $109,900 - $121,330
500 Added 13.28%
4,264 $1.03 Million
Q1 2023

May 11, 2023
BUY
$212.51 - $245.01 $85,429 - $98,494
402 Added 11.96%
3,764 $853,000
Q4 2022

Feb 10, 2023
BUY
$205.84 - $231.03 $692,034 - $776,722
3,362 New
3,362 $721,000

Others Institutions Holding IWO

# of Institutions
1,095
Shares Held
33M
Call Options Held
40.4K
Put Options Held
33.2K
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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