Institute For Wealth Management, Llc. Ishares Russell 2000 Gwt ETF Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 953 shares of IWO stock, worth $252,849. This represents 0.03% of its overall portfolio holdings.

Number of Shares

953

Previous 953 -0.0%

Holding current value

$252,849

Previous $270,000 1.48%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$245.29 - $268.7 $1.98 Million - $2.17 Million	-8,086 Reduced 89.46%	953 $250,000
Q1 2023 Apr 20, 2023	SELL	$212.51 - $245.01 $4,250 - $4,900	-20 Reduced 0.22%	9,039 $2.05 Million
Q4 2022 Feb 02, 2023	BUY	$205.84 - $231.03 $312,876 - $351,165	1,520 Added 20.16%	9,059 $1.94 Million
Q3 2022 Oct 18, 2022	BUY	$202.93 - $248.43 $811,720 - $993,720	4,000 Added 113.03%	7,539 $1.56 Million
Q2 2022 Jul 25, 2022	BUY	$194.2 - $261.13 $521,426 - $701,134	2,685 Added 314.4%	3,539 $730,000
Q1 2022 Apr 29, 2022	SELL	$234.1 - $296.68 $4,213 - $5,340	-18 Reduced 2.06%	854 $218,000
Q3 2021 Nov 15, 2021	BUY	$284.4 - $314.06 $11,091 - $12,248	39 Added 4.68%	872 $256,000
Q1 2021 May 04, 2021	SELL	$282.5 - $336.63 $24,012 - $28,613	-85 Reduced 9.26%	833 $251,000
Q4 2020 Feb 01, 2021	SELL	$223.17 - $294.86 $5,579 - $7,371	-25 Reduced 2.65%	918 $263,000
Q3 2020 Nov 03, 2020	SELL	$203.91 - $230.98 $20,391 - $23,098	-100 Reduced 9.59%	943 $209,000
Q2 2020 Jul 30, 2020	BUY	$145.61 - $213.67 $151,871 - $222,857	1,043 New	1,043 $216,000
Q1 2020 Apr 29, 2020	SELL	$135.58 - $225.25 $142,223 - $236,287	-1,049 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$186.63 - $216.19 $153,783 - $178,140	824 Added 366.22%	1,049 $225,000
Q4 2019 Jan 27, 2020	SELL	$186.63 - $216.19 $155,462 - $180,086	-833 Reduced 78.73%	225 $225,000
Q3 2019 Oct 28, 2019	SELL	$189.94 - $205.08 $4,558 - $4,921	-24 Reduced 2.22%	1,058 $204,000
Q2 2019 Aug 02, 2019	SELL	$187.22 - $206.14 $16,100 - $17,728	-86 Reduced 7.36%	1,082 $217,000
Q1 2019 May 15, 2019	BUY	$164.26 - $202.05 $191,855 - $235,994	1,168 New	1,168 $230,000

Others Institutions Holding IWO

# of Institutions

1,164

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Ishares Russell 2000 Gwt ETF Transaction History