Foundation Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Foundation Wealth Management, LLC

  • $128 Billion
  • Q1 2025

A detailed history of Foundation Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Foundation Wealth Management, LLC holds 16,403 shares of IWO stock, worth $4.16 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
16,403
Previous 16,660 1.54%
Holding current value
$4.16 Million
Previous $4.79 Billion 12.6%
% of portfolio
3.28%
Previous 3.72%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$254.58 - $302.92 $65,427 - $77,850
-257 Reduced 1.54%
16,403 $4.19 Billion
Q4 2024

Feb 06, 2025
SELL
$278.19 - $315.36 $228,115 - $258,595
-820 Reduced 4.69%
16,660 $4.79 Billion
Q3 2024

Oct 29, 2024
SELL
$256.4 - $289.78 $63,843 - $72,155
-249 Reduced 1.4%
17,480 $4.96 Billion
Q2 2024

Aug 13, 2024
SELL
$245.29 - $268.7 $129,267 - $141,604
-527 Reduced 2.89%
17,729 $4.65 Billion
Q1 2024

May 08, 2024
SELL
$239.5 - $270.8 $75,442 - $85,302
-315 Reduced 1.7%
18,256 $4.94 Billion
Q4 2023

Jan 24, 2024
SELL
$204.07 - $257.57 $474,870 - $599,365
-2,327 Reduced 11.14%
18,571 $4.68 Billion
Q3 2023

Oct 31, 2023
BUY
$221.24 - $254.04 $590,268 - $677,778
2,668 Added 14.64%
20,898 $4.68 Billion
Q2 2023

Jul 28, 2023
SELL
$219.8 - $242.66 $61,983 - $68,430
-282 Reduced 1.52%
18,230 $4.42 Billion
Q1 2023

Apr 18, 2023
SELL
$212.51 - $245.01 $1.68 Million - $1.93 Million
-7,893 Reduced 29.89%
18,512 $4.2 Billion
Q4 2022

Feb 21, 2023
BUY
$205.84 - $231.03 $5.44 Million - $6.1 Million
26,405 New
26,405 $5.66 Billion

Others Institutions Holding IWO

# of Institutions
1,110
Shares Held
33.2M
Call Options Held
174K
Put Options Held
60.5K
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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