A detailed history of Icon Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 13,127 shares of IWO stock, worth $3.82 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
13,127
Previous 557 2256.73%
Holding current value
$3.82 Million
Previous $135,000 2079.26%
% of portfolio
0.34%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

BUY
$221.24 - $254.04 $2.78 Million - $3.19 Million
12,570 Added 2256.73%
13,127 $2.94 Million
Q2 2023

Aug 03, 2023

SELL
$219.8 - $242.66 $2,198 - $2,426
-10 Reduced 1.76%
557 $135,000
Q1 2023

May 11, 2023

SELL
$212.51 - $245.01 $107,105 - $123,485
-504 Reduced 47.06%
567 $128,000
Q2 2022

Jul 19, 2022

SELL
$194.2 - $261.13 $4,855 - $6,528
-25 Reduced 2.28%
1,071 $221,000
Q1 2022

Apr 19, 2022

BUY
$234.1 - $296.68 $256,573 - $325,161
1,096 New
1,096 $280,000
Q4 2021

Jan 19, 2022

SELL
$280.02 - $327.35 $298,501 - $348,955
-1,066 Closed
0 $0
Q3 2021

Nov 15, 2021

BUY
$284.4 - $314.06 $7,963 - $8,793
28 Added 2.7%
1,066 $313,000
Q2 2021

Jul 30, 2021

BUY
$278.74 - $313.3 $278 - $313
1 Added 0.1%
1,038 $324,000
Q1 2021

Apr 26, 2021

BUY
$282.5 - $336.63 $292,952 - $349,085
1,037 New
1,037 $312,000
Q2 2019

Aug 13, 2019

SELL
$187.22 - $206.14 $132,926 - $146,359
-710 Closed
0 $0
Q1 2019

May 09, 2019

SELL
$164.26 - $202.05 $9,362 - $11,516
-57 Reduced 7.43%
710 $140,000
Q4 2018

Feb 14, 2019

SELL
$156.33 - $211.73 $33,454 - $45,310
-214 Reduced 21.81%
767 $129,000
Q3 2018

Nov 14, 2018

SELL
$204.76 - $220.33 $45,047 - $48,472
-220 Reduced 18.32%
981 $211,000
Q2 2018

Aug 13, 2018

SELL
$185.51 - $214.36 $47,676 - $55,090
-257 Reduced 17.63%
1,201 $245,000
Q1 2018

May 15, 2018

SELL
$179.86 - $200.59 $122,844 - $137,002
-683 Reduced 31.9%
1,458 $278,000
Q4 2017

Feb 13, 2018

BUY
$177.13 - $188.2 $379,235 - $402,936
2,141
2,141 $400,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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