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

Icon Wealth Advisors, LLC

  • $3.4 Billion
  • Q3 2024

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,661 shares of IWO stock, worth $493,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,661
Previous 457 263.46%
Holding current value
$493,167
Previous $119,000 295.8%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$256.4 - $289.78 $308,705 - $348,895
-1,204 Reduced 72.49%
457 $129,000
Q3 2024

Nov 12, 2024
BUY
$256.4 - $289.78 $308,705 - $348,895
1,204 Added 263.46%
1,661 $471,000
Q2 2024

Aug 14, 2024
SELL
$245.29 - $268.7 $23,793 - $26,063
-97 Reduced 17.51%
457 $119,000
Q1 2024

May 15, 2024
SELL
$239.5 - $270.8 $215,789 - $243,990
-901 Reduced 61.92%
554 $150,000
Q4 2023

Feb 14, 2024
BUY
$204.07 - $257.57 $96,933 - $122,345
475 Added 48.47%
1,455 $366,000
Q3 2022

Jan 25, 2023
BUY
$202.93 - $248.43 $198,871 - $243,461
980 New
980 $202,000

Others Institutions Holding IWO

# of Institutions
1,091
Shares Held
33.3M
Call Options Held
179K
Put Options Held
176K
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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