Fsm Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Fsm Wealth Advisors, LLC

$377 Million
Q3 2024

A detailed history of Fsm Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Fsm Wealth Advisors, LLC holds 1,569 shares of IWO stock, worth $462,509. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,569

Previous 1,795 12.59%

Holding current value

$462,509

Previous $471,000 5.52%

% of portfolio

0.12%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$256.4 - $289.78 $57,946 - $65,490	-226 Reduced 12.59%	1,569 $445,000
Q2 2024 Jul 12, 2024	SELL	$245.29 - $268.7 $19,623 - $21,496	-80 Reduced 4.27%	1,795 $471,000
Q1 2024 May 14, 2024	SELL	$239.5 - $270.8 $17,962 - $20,310	-75 Reduced 3.85%	1,875 $507,000
Q4 2023 May 14, 2024	BUY	$204.07 - $257.57 $5,713 - $7,211	28 Added 1.46%	1,950 $491,000
Q3 2023 Nov 14, 2023	SELL	$221.24 - $254.04 $52,876 - $60,715	-239 Reduced 11.06%	1,922 $430,000
Q2 2023 Jul 12, 2023	SELL	$219.8 - $242.66 $101,327 - $111,866	-461 Reduced 17.58%	2,161 $524,000
Q2 2022 Aug 12, 2022	BUY	$194.2 - $261.13 $509,192 - $684,682	2,622 New	2,622 $627,000

Others Institutions Holding IWO

# of Institutions

1,060

Shares Held

32.3M

Call Options Held

178K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Fsm Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History