A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 26,252 shares of IWO stock, worth $7.68 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
26,252
Previous 23,726 10.65%
Holding current value
$7.68 Million
Previous $6.23 Million 19.7%
% of portfolio
0.07%
Previous 0.07%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$256.4 - $289.78 $647,666 - $731,984
2,526 Added 10.65%
26,252 $7.46 Million
Q2 2024

Aug 19, 2024

SELL
$245.29 - $268.7 $89,776 - $98,344
-366 Reduced 1.52%
23,726 $6.23 Million
Q1 2024

May 14, 2024

SELL
$239.5 - $270.8 $152,082 - $171,958
-635 Reduced 2.57%
24,092 $6.52 Million
Q4 2023

Feb 28, 2024

BUY
$204.07 - $257.57 $366,713 - $462,853
1,797 Added 7.84%
24,727 $6.24 Million
Q3 2023

Nov 22, 2023

BUY
$221.24 - $254.04 $2.86 Million - $3.28 Million
12,930 Added 129.3%
22,930 $5.14 Million
Q2 2023

Aug 14, 2023

SELL
$219.8 - $242.66 $12.1 Million - $13.4 Million
-55,053 Reduced 84.63%
10,000 $2.43 Million
Q1 2023

Jun 05, 2023

BUY
$212.51 - $245.01 $9.16 Million - $10.6 Million
43,093 Added 196.23%
65,053 $14.8 Million
Q4 2022

Jun 12, 2023

SELL
$205.84 - $231.03 $8.76 Million - $9.84 Million
-42,579 Reduced 65.45%
22,474 $4.82 Million
Q3 2022

Dec 02, 2022

SELL
$202.93 - $248.43 $655,869 - $802,925
-3,232 Reduced 12.83%
21,960 $4.54 Million
Q2 2022

Aug 11, 2022

BUY
$194.2 - $261.13 $370,339 - $497,974
1,907 Added 8.19%
25,192 $5.2 Million
Q1 2022

May 20, 2022

BUY
$234.1 - $296.68 $1.07 Million - $1.36 Million
4,574 Added 24.45%
23,285 $5.96 Million
Q4 2021

Feb 17, 2022

SELL
$280.02 - $327.35 $543,238 - $635,059
-1,940 Reduced 9.39%
18,711 $5.48 Million
Q3 2021

Nov 23, 2021

SELL
$284.4 - $314.06 $34 Million - $37.5 Million
-119,441 Reduced 85.26%
20,651 $6.06 Million
Q3 2021

Nov 16, 2021

BUY
$284.4 - $314.06 $33.1 Million - $36.6 Million
116,523 Added 494.39%
140,092 $6.06 Million
Q2 2021

Aug 24, 2021

SELL
$278.74 - $313.3 $94,214 - $105,895
-338 Reduced 1.41%
23,569 $7.35 Million
Q1 2021

May 17, 2021

BUY
$282.5 - $336.63 $19,775 - $23,564
70 Added 0.29%
23,907 $7.19 Million
Q4 2020

Feb 18, 2021

SELL
$223.17 - $294.86 $45,303 - $59,856
-203 Reduced 0.84%
23,837 $6.83 Million
Q3 2020

Nov 17, 2020

SELL
$203.91 - $230.98 $1.09 Million - $1.24 Million
-5,348 Reduced 18.2%
24,040 $5.33 Million
Q2 2020

Aug 14, 2020

SELL
$145.61 - $213.67 $149,687 - $219,652
-1,028 Reduced 3.38%
29,388 $6.08 Million
Q1 2020

May 18, 2020

BUY
$135.58 - $225.25 $251,636 - $418,064
1,856 Added 6.5%
30,416 $4.81 Million
Q4 2019

Feb 14, 2020

BUY
$186.63 - $216.19 $2.45 Million - $2.84 Million
13,139 Added 85.2%
28,560 $6.12 Million
Q3 2019

Nov 18, 2019

BUY
$189.94 - $205.08 $99,718 - $107,667
525 Added 3.52%
15,421 $2.97 Million
Q2 2019

Aug 27, 2019

SELL
$187.22 - $206.14 $323,328 - $356,003
-1,727 Reduced 10.39%
14,896 $2.99 Million
Q1 2019

May 20, 2019

SELL
$164.26 - $202.05 $568,011 - $698,688
-3,458 Reduced 17.22%
16,623 $3.27 Million
Q4 2018

Feb 19, 2019

BUY
$156.33 - $211.73 $2.74 Million - $3.71 Million
17,522 Added 684.72%
20,081 $3.37 Million
Q3 2018

Nov 15, 2018

BUY
$204.76 - $220.33 $125,108 - $134,621
611 Added 31.37%
2,559 $550,000
Q2 2018

Aug 14, 2018

BUY
$185.51 - $214.36 $28,939 - $33,440
156 Added 8.71%
1,948 $398,000
Q1 2018

May 15, 2018

BUY
$179.86 - $200.59 $8,633 - $9,628
48 Added 2.75%
1,792 $342,000
Q4 2017

Feb 15, 2018

BUY
$177.13 - $188.2 $54,910 - $58,342
310 Added 21.62%
1,744 $326,000
Q3 2017

Nov 15, 2017

BUY
$173.97 - $178.96 $14,613 - $15,032
84 Added 6.22%
1,434 $257,000
Q2 2017

Aug 17, 2017

BUY
N/A
1,350
1,350 $228,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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