Congress Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 33,479 shares of IWO stock, worth $8.74 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
33,479
Previous 75,464 55.64%
Holding current value
$8.74 Million
Previous $19 Million 52.37%
% of portfolio
0.16%
Previous 0.36%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
SELL
$239.5 - $270.8 $10.1 Million - $11.4 Million
-41,985 Reduced 55.64%
33,479 $9.07 Million
Q4 2023

Feb 09, 2024
BUY
$204.07 - $257.57 $8.29 Million - $10.5 Million
40,642 Added 116.71%
75,464 $19 Million
Q3 2023

Oct 30, 2023
BUY
$221.24 - $254.04 $7.7 Million - $8.85 Million
34,822 New
34,822 $7.81 Million
Q4 2022

Feb 02, 2023
BUY
$209.1 - $231.03 $8.86 Million - $9.79 Million
42,383 Added 2582.75%
44,024 $9.44 Million
Q3 2022

Nov 08, 2022
BUY
$205.83 - $248.43 $337,767 - $407,673
1,641 New
1,641 $339,000
Q2 2022

Aug 11, 2022
SELL
$194.2 - $261.13 $552,693 - $743,175
-2,846 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$234.1 - $296.68 $6.92 Million - $8.77 Million
-29,577 Reduced 91.22%
2,846 $728,000
Q4 2021

Feb 04, 2022
BUY
$280.02 - $327.35 $9.08 Million - $10.6 Million
32,423 New
32,423 $9.5 Million

Others Institutions Holding IWO

# of Institutions
1,000
Shares Held
33.4M
Call Options Held
196K
Put Options Held
68.4K
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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