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 42,827 shares of IWO stock, worth $12.5 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
42,827
Previous 38,655 10.79%
Holding current value
$12.5 Million
Previous $10.1 Million 19.85%
% of portfolio
0.93%
Previous 0.84%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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