Geller Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History

Geller Advisors LLC

$1.51 Billion
Q4 2024

A detailed history of Geller Advisors LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Geller Advisors LLC holds 59,334 shares of IWO stock, worth $16.4 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

59,334

Previous 59,120 0.36%

Holding current value

$16.4 Million

Previous $16.8 Million 1.71%

% of portfolio

1.13%

Previous 1.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$278.19 - $315.36 $59,532 - $67,487	214 Added 0.36%	59,334 $17.1 Million
Q3 2024 Nov 15, 2024	BUY	$256.4 - $289.78 $28,716 - $32,455	112 Added 0.19%	59,120 $16.8 Million
Q2 2024 Aug 13, 2024	BUY	$245.29 - $268.7 $20,604 - $22,570	84 Added 0.14%	59,008 $15.5 Million
Q1 2024 May 14, 2024	BUY	$239.5 - $270.8 $17,723 - $20,039	74 Added 0.13%	58,924 $16 Million
Q4 2023 Feb 14, 2024	BUY	$204.07 - $257.57 $4.51 Million - $5.7 Million	22,118 Added 60.21%	58,850 $14.8 Million
Q3 2023 Nov 13, 2023	BUY	$221.24 - $254.04 $530,754 - $609,441	2,399 Added 6.99%	36,732 $8.23 Million
Q2 2023 Aug 09, 2023	BUY	$219.8 - $242.66 $102,646 - $113,322	467 Added 1.38%	34,333 $8.33 Million
Q4 2022 Feb 14, 2023	BUY	$205.84 - $231.03 $6.97 Million - $7.82 Million	33,866 New	33,866 $7.26 Million

Others Institutions Holding IWO

# of Institutions

1,090

Shares Held

33.2M

Call Options Held

40.4K

Put Options Held

33.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geller Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geller Advisors LLC with notifications on news.

Account

Geller Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History