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 573 shares of IWO stock, worth $161,838. This represents 0.06% of its overall portfolio holdings.

Number of Shares
573
Previous 557 2.87%
Holding current value
$161,838
Previous $151 Million 0.3%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, 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 Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.