Falcon Wealth Planning Ishares Russell 2000 Gwt ETF Transaction History

Falcon Wealth Planning

  • $1 Billion
  • Q3 2025

A detailed history of Falcon Wealth Planning transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Falcon Wealth Planning holds 1,175 shares of IWO stock, worth $366,741. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,175
Previous 1,175 -0.0%
Holding current value
$366,741
Previous $335,000 12.24%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$224.16 - $285.86 $16,812 - $21,439
-75 Reduced 6.0%
1,175 $335,000
Q1 2025

Apr 24, 2025
BUY
$254.58 - $302.92 $52,188 - $62,098
205 Added 19.62%
1,250 $319,000
Q4 2024

Jan 22, 2025
BUY
$278.19 - $315.36 $31,157 - $35,320
112 Added 12.0%
1,045 $300,000
Q3 2024

Oct 30, 2024
SELL
$256.4 - $289.78 $20,512 - $23,182
-80 Reduced 7.9%
933 $264,000
Q1 2024

Apr 15, 2024
SELL
$239.5 - $270.8 $15,807 - $17,872
-66 Reduced 6.12%
1,013 $274,000
Q4 2023

Jan 10, 2024
BUY
$204.07 - $257.57 $6,326 - $7,984
31 Added 2.96%
1,079 $272,000
Q3 2023

Oct 05, 2023
BUY
$221.24 - $254.04 $4,203 - $4,826
19 Added 1.85%
1,048 $234,000
Q1 2023

May 15, 2023
BUY
$212.51 - $245.01 $1,912 - $2,205
9 Added 0.88%
1,029 $233,000
Q4 2022

Jan 20, 2023
SELL
$205.84 - $231.03 $169,818 - $190,599
-825 Reduced 44.72%
1,020 $0
Q3 2022

Nov 10, 2022
BUY
$202.93 - $248.43 $374,405 - $458,353
1,845 New
1,845 $381,000

Others Institutions Holding IWO

# of Institutions
1,155
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
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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