A detailed history of Evensky & Katz LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Evensky & Katz LLC holds 41 shares of IWO stock, worth $12,700. This represents 0.0% of its overall portfolio holdings.

Number of Shares
41
Previous 45 8.89%
Holding current value
$12,700
Previous $12,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 08, 2024

SELL
$256.4 - $289.78 $1,025 - $1,159
-4 Reduced 8.89%
41 $12,000
Q4 2023

Feb 14, 2024

BUY
$204.07 - $257.57 $204 - $257
1 Added 2.27%
45 $11,000
Q1 2023

Apr 20, 2023

BUY
$212.51 - $245.01 $9,350 - $10,780
44 New
44 $10,000
Q2 2022

Jul 19, 2022

SELL
$194.2 - $261.13 $8,544 - $11,489
-44 Closed
0 $0
Q2 2021

Aug 04, 2021

SELL
$278.74 - $313.3 $2,508 - $2,819
-9 Reduced 16.98%
44 $14,000
Q1 2021

Apr 09, 2021

SELL
$282.5 - $336.63 $1,695 - $2,019
-6 Reduced 10.17%
53 $16,000
Q2 2020

Aug 05, 2020

BUY
$145.61 - $213.67 $145 - $213
1 Added 1.72%
59 $12,000
Q1 2020

May 01, 2020

SELL
$135.58 - $225.25 $2,982 - $4,955
-22 Reduced 27.5%
58 $9,000
Q4 2019

Feb 13, 2020

SELL
$186.63 - $216.19 $2,426 - $2,810
-13 Reduced 13.98%
80 $17,000
Q3 2019

Nov 07, 2019

BUY
$189.94 - $205.08 $189 - $205
1 Added 1.09%
93 $18,000
Q2 2019

Aug 06, 2019

SELL
$187.22 - $206.14 $2,059 - $2,267
-11 Reduced 10.68%
92 $19,000
Q1 2019

May 07, 2019

BUY
$164.26 - $202.05 $16,918 - $20,811
103 New
103 $20,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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