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

Erickson Financial Group, LLC

  • $140 Million
  • Q3 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 35,206 shares of IWO stock, worth $10.2 Million. This represents 7.16% of its overall portfolio holdings.

Number of Shares
35,206
Previous 36,238 2.85%
Holding current value
$10.2 Million
Previous $9.51 Million 5.1%
% of portfolio
7.16%
Previous 7.25%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,058
Shares Held
32.3M
Call Options Held
178K
Put Options Held
176K
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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