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 59,008 shares of IWO stock, worth $17.1 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
59,008
Previous 58,924 0.14%
Holding current value
$17.1 Million
Previous $16 Million 2.91%
% of portfolio
1.16%
Previous 1.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Geller Advisors LLC Portfolio

Follow Geller Advisors LLC 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 Geller Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geller Advisors LLC with notifications on news.