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

Fsm Wealth Advisors, LLC

  • $281 Million
  • Q1 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 1,875 shares of IWO stock, worth $490,762. This represents 0.18% of its overall portfolio holdings.

Number of Shares
1,875
Previous 1,950 3.85%
Holding current value
$490,762
Previous $491,000 3.26%
% of portfolio
0.18%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,001
Shares Held
33.4M
Call Options Held
196K
Put Options Held
68.4K
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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