A detailed history of Financial Partners Group, Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Financial Partners Group, Inc holds 1,332 shares of IWO stock, worth $347,865. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,332
Previous 1,230 8.29%
Holding current value
$347,865
Previous $310,000 16.13%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

BUY
$239.5 - $270.8 $24,429 - $27,621
102 Added 8.29%
1,332 $360,000
Q2 2023

Aug 08, 2023

BUY
$219.8 - $242.66 $3,736 - $4,125
17 Added 1.4%
1,230 $298,000
Q4 2022

Feb 14, 2023

BUY
$209.1 - $231.03 $253,638 - $280,239
1,213 New
1,213 $260,000
Q3 2021

Nov 05, 2021

SELL
$284.4 - $314.06 $485,755 - $536,414
-1,708 Closed
0 $0
Q2 2021

Aug 13, 2021

SELL
$278.74 - $313.3 $52,960 - $59,527
-190 Reduced 10.01%
1,708 $532,000
Q1 2021

May 04, 2021

SELL
$282.5 - $336.63 $66,387 - $79,108
-235 Reduced 11.02%
1,898 $571,000
Q4 2020

Feb 16, 2021

SELL
$223.17 - $294.86 $2,678 - $3,538
-12 Reduced 0.56%
2,133 $665,000
Q3 2020

Nov 13, 2020

SELL
$203.91 - $230.98 $82,175 - $93,084
-403 Reduced 15.82%
2,145 $475,000
Q2 2020

Aug 06, 2020

BUY
$145.61 - $213.67 $371,014 - $544,431
2,548 New
2,548 $527,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Financial Partners Group, Inc Portfolio

Follow Financial Partners Group, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Partners Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Partners Group, Inc with notifications on news.