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

Intergy Private Wealth, LLC

  • $260 Million
  • Q3 2024

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 2,820 shares of IWO stock, worth $841,911. This represents 0.31% of its overall portfolio holdings.

Number of Shares
2,820
Previous 2,820 -0.0%
Holding current value
$841,911
Previous $740,000 8.11%
% of portfolio
0.31%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,055
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
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