A detailed history of Financial Perspectives, Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Financial Perspectives, Inc holds 574 shares of IWO stock, worth $166,947. This represents 0.06% of its overall portfolio holdings.

Number of Shares
574
Previous 573 0.17%
Holding current value
$166,947
Previous $150 Million 8.38%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 17, 2024

BUY
$256.4 - $289.78 $256 - $289
1 Added 0.17%
574 $163 Million
Q2 2024

Aug 09, 2024

BUY
$245.29 - $268.7 $3,924 - $4,299
16 Added 2.87%
573 $150 Million
Q4 2023

Feb 01, 2024

BUY
$204.07 - $257.57 $612 - $772
3 Added 0.54%
557 $140 Million
Q2 2023

Jan 09, 2024

BUY
$219.8 - $242.66 $219 - $242
1 Added 0.18%
554 $135 Million
Q1 2023

Jan 09, 2024

BUY
$212.51 - $245.01 $13,175 - $15,190
62 Added 12.63%
553 $126 Million
Q4 2022

Jan 09, 2024

SELL
$205.84 - $231.03 $30,876 - $34,654
-150 Reduced 23.4%
491 $105 Million
Q3 2022

Jan 09, 2024

BUY
$202.93 - $248.43 $405 - $496
2 Added 0.31%
641 $132 Million
Q2 2022

Jan 09, 2024

BUY
$194.2 - $261.13 $79,816 - $107,324
411 Added 180.26%
639 $132 Million
Q1 2022

Jan 09, 2024

BUY
$234.1 - $296.68 $13,109 - $16,614
56 Added 32.56%
228 $58.3 Million
Q4 2021

Jan 09, 2024

BUY
$280.02 - $327.35 $8,680 - $10,147
31 Added 21.99%
172 $50.3 Million
Q2 2021

Jan 09, 2024

SELL
$278.74 - $313.3 $11.8 Million - $13.3 Million
-42,347 Reduced 99.67%
141 $44.1 Million
Q1 2021

Jan 09, 2024

BUY
$282.5 - $336.63 $12 Million - $14.3 Million
42,385 Added 41150.49%
42,488 $141,000
Q2 2020

Jan 09, 2024

BUY
$145.61 - $213.67 $3,640 - $5,341
25 Added 32.05%
103 $21.3 Million
Q4 2019

Jan 09, 2024

BUY
$186.63 - $216.19 $14,557 - $16,862
78 New
78 $16.6 Million

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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