Intergy Private Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History

Intergy Private Wealth, LLC

$316 Million
Q3 2025

A detailed history of Intergy Private Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 2,811 shares of IWO stock, worth $877,369. This represents 0.28% of its overall portfolio holdings.

Number of Shares

2,811

Previous 2,816 0.18%

Holding current value

$877,369

Previous $804,000 11.82%

% of portfolio

0.28%

Previous 0.28%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	$284.45 - $324.95 $1,422 - $1,624	-5 Reduced 0.18%	2,811 $899,000
Q2 2025 Jul 23, 2025	SELL	$224.16 - $285.86 $1,344 - $1,715	-6 Reduced 0.21%	2,816 $804,000
Q4 2024 Jan 23, 2025	BUY	$278.19 - $315.36 $556 - $630	2 Added 0.07%	2,822 $812,000
Q2 2024 Jul 15, 2024	BUY	$245.29 - $268.7 $245 - $268	1 Added 0.04%	2,820 $740,000
Q4 2023 Jan 11, 2024	BUY	$204.07 - $257.57 $70,404 - $88,861	345 Added 13.95%	2,819 $711,000

Q1 2023 May 03, 2023	SELL	$212.51 - $245.01 $5,737 - $6,615	-27 Reduced 1.08%	2,474 $561,000
Q4 2022 Jan 18, 2023	SELL	$205.84 - $231.03 $121,033 - $135,845	-588 Reduced 19.04%	2,501 $0
Q3 2022 Oct 18, 2022	BUY	$202.93 - $248.43 $626,850 - $767,400	3,089 New	3,089 $638,000

Others Institutions Holding IWO

# of Institutions

1,151

Shares Held

32.7M

Call Options Held

53.3K

Put Options Held

25.5K

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 Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Account

Intergy Private Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History