Erickson Financial Group, LLC Ishares Russell 2000 Gwt ETF Transaction History

Erickson Financial Group, LLC

$140 Million
Q4 2024

A detailed history of Erickson Financial Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Erickson Financial Group, LLC holds 35,201 shares of IWO stock, worth $10.4 Million. This represents 7.21% of its overall portfolio holdings.

Number of Shares

35,201

Previous 35,206 0.01%

Holding current value

$10.4 Million

Previous $10 Million 1.33%

% of portfolio

7.21%

Previous 7.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$278.19 - $315.36 $1,390 - $1,576	-5 Reduced 0.01%	35,201 $10.1 Million
Q3 2024 Nov 08, 2024	SELL	$256.4 - $289.78 $264,604 - $299,052	-1,032 Reduced 2.85%	35,206 $10 Million
Q2 2024 Jul 18, 2024	BUY	$245.29 - $268.7 $2,207 - $2,418	9 Added 0.02%	36,238 $9.51 Million
Q1 2024 Apr 29, 2024	SELL	$239.5 - $270.8 $96,518 - $109,132	-403 Reduced 1.1%	36,229 $9.81 Million
Q4 2023 Jan 18, 2024	BUY	$204.07 - $257.57 $126,319 - $159,435	619 Added 1.72%	36,632 $9.24 Million
Q3 2023 Oct 24, 2023	BUY	$221.24 - $254.04 $203,540 - $233,716	920 Added 2.62%	36,013 $8.07 Million
Q2 2023 Jul 13, 2023	BUY	$219.8 - $242.66 $282,662 - $312,060	1,286 Added 3.8%	35,093 $8.52 Million
Q1 2023 Apr 18, 2023	BUY	$212.51 - $245.01 $44,627 - $51,452	210 Added 0.63%	33,807 $7.67 Million
Q4 2022 Jan 17, 2023	BUY	$205.84 - $231.03 $2.75 Million - $3.08 Million	13,348 Added 65.92%	33,597 $0
Q3 2022 Oct 17, 2022	BUY	$202.93 - $248.43 $78,330 - $95,893	386 Added 1.94%	20,249 $4.18 Million
Q2 2022 Aug 09, 2022	BUY	$194.2 - $261.13 $76,514 - $102,885	394 Added 2.02%	19,863 $4.1 Million
Q1 2022 May 16, 2022	BUY	$234.1 - $296.68 $1.19 Million - $1.51 Million	5,104 Added 35.53%	19,469 $4.98 Million
Q4 2021 Apr 01, 2022	BUY	$280.02 - $327.35 $4.02 Million - $4.7 Million	14,365 New	14,365 $4.21 Million

Others Institutions Holding IWO

# of Institutions

1,156

Shares Held

35.3M

Call Options Held

255K

Put Options Held

61.1K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Erickson Financial Group, LLC Ishares Russell 2000 Gwt ETF Transaction History