Instrumental Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History

Instrumental Wealth, LLC

  • $143 Billion
  • Q3 2025

A detailed history of Instrumental Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Instrumental Wealth, LLC holds 11,387 shares of IWO stock, worth $3.55 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
11,387
Previous 9,815 16.02%
Holding current value
$3.55 Million
Previous $2.82 Billion 32.31%
% of portfolio
2.61%
Previous 2.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$284.45 - $324.95 $447,155 - $510,821
1,572 Added 16.02%
11,387 $3.73 Billion
Q2 2025

Jul 16, 2025
BUY
$224.16 - $285.86 $70,610 - $90,045
315 Added 3.32%
9,815 $2.82 Billion
Q1 2025

Apr 28, 2025
BUY
$254.58 - $302.92 $2.42 Million - $2.88 Million
9,500 New
9,500 $2.4 Billion

Others Institutions Holding IWO

# of Institutions
1,154
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
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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