Iht Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Iht Wealth Management, LLC holds 1,753 shares of IWO stock, worth $513,085. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,753
Previous 1,791 2.12%
Holding current value
$513,085
Previous $470,000 5.74%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 14, 2024
SELL
$256.4 - $289.78 $9,743 - $11,011
-38 Reduced 2.12%
1,753 $497,000
Q2 2024

Aug 14, 2024
SELL
$245.29 - $268.7 $2,943 - $3,224
-12 Reduced 0.67%
1,791 $470,000
Q1 2024

May 15, 2024
SELL
$239.5 - $270.8 $310,392 - $350,956
-1,296 Reduced 41.82%
1,803 $488,000
Q4 2023

Feb 14, 2024
SELL
$204.07 - $257.57 $27,345 - $34,514
-134 Reduced 4.14%
3,099 $781,000
Q3 2023

Nov 14, 2023
SELL
$221.24 - $254.04 $3,318 - $3,810
-15 Reduced 0.46%
3,233 $724,000
Q2 2023

Aug 14, 2023
BUY
$219.8 - $242.66 $123,088 - $135,889
560 Added 20.83%
3,248 $788,000
Q1 2023

May 15, 2023
BUY
$212.51 - $245.01 $425 - $490
2 Added 0.07%
2,688 $609,000
Q4 2022

Feb 14, 2023
SELL
$205.84 - $231.03 $9,262 - $10,396
-45 Reduced 1.65%
2,686 $576,000
Q3 2022

Nov 22, 2022
BUY
$202.93 - $248.43 $329,964 - $403,947
1,626 Added 147.15%
2,731 $564,000
Q2 2022

Aug 15, 2022
SELL
$194.2 - $261.13 $23,886 - $32,118
-123 Reduced 10.02%
1,105 $228,000
Q1 2022

May 16, 2022
SELL
$234.1 - $296.68 $8,661 - $10,977
-37 Reduced 2.92%
1,228 $314,000
Q4 2021

Feb 14, 2022
BUY
$280.02 - $327.35 $2,520 - $2,946
9 Added 0.72%
1,265 $371,000
Q3 2021

Nov 15, 2021
BUY
$284.4 - $314.06 $120,869 - $133,475
425 Added 51.14%
1,256 $369,000
Q2 2021

Aug 16, 2021
BUY
$278.74 - $313.3 $231,632 - $260,352
831 New
831 $259,000
Q1 2020

May 13, 2020
SELL
$135.58 - $225.25 $236,722 - $393,286
-1,746 Closed
0 $0
Q4 2019

Feb 18, 2020
SELL
$186.63 - $216.19 $85,476 - $99,015
-458 Reduced 20.78%
1,746 $374,000
Q3 2019

Nov 15, 2019
SELL
$189.94 - $205.08 $187,280 - $202,208
-986 Reduced 30.91%
2,204 $425,000
Q2 2019

Aug 12, 2019
BUY
$187.22 - $206.14 $597,231 - $657,586
3,190 New
3,190 $641,000
Q2 2018

Aug 13, 2018
SELL
$185.51 - $214.36 $114,645 - $132,474
-618 Closed
0 $0
Q1 2018

May 15, 2018
SELL
$179.86 - $200.59 $36,871 - $41,120
-205 Reduced 24.91%
618 $115,000
Q4 2017

Feb 14, 2018
BUY
$177.13 - $188.2 $145,777 - $154,888
823
823 $156,000

Others Institutions Holding IWO

# of Institutions
1,058
Shares Held
32.3M
Call Options Held
178K
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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email