Intrepid Financial Planning Group LLC Ishares Russell 2000 Gwt ETF Transaction History

Intrepid Financial Planning Group LLC

$206 Million
Q1 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 3,849 shares of IWO stock, worth $1.12 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

3,849

Previous 3,808 1.08%

Holding current value

$1.12 Million

Previous $1.1 Million 10.31%

% of portfolio

0.48%

Previous 0.47%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$254.58 - $302.92 $10,437 - $12,419	41 Added 1.08%	3,849 $983,000
Q4 2024 Feb 10, 2025	SELL	$278.19 - $315.36 $38,112 - $43,204	-137 Reduced 3.47%	3,808 $1.1 Million
Q3 2024 Nov 04, 2024	SELL	$256.4 - $289.78 $10,256 - $11,591	-40 Reduced 1.0%	3,945 $1.12 Million
Q2 2024 Aug 12, 2024	SELL	$245.29 - $268.7 $79,964 - $87,596	-326 Reduced 7.56%	3,985 $1.05 Million
Q1 2024 May 13, 2024	BUY	$239.5 - $270.8 $393,498 - $444,924	1,643 Added 61.58%	4,311 $1.17 Million
Q4 2023 Feb 13, 2024	SELL	$204.07 - $257.57 $5,101 - $6,439	-25 Reduced 0.93%	2,668 $672,000
Q3 2023 Nov 03, 2023	BUY	$221.24 - $254.04 $80,531 - $92,470	364 Added 15.63%	2,693 $603,000
Q2 2023 Aug 09, 2023	BUY	$219.8 - $242.66 $36,486 - $40,281	166 Added 7.67%	2,329 $565,000
Q2 2022 Aug 15, 2022	BUY	$194.2 - $261.13 $420,054 - $564,824	2,163 New	2,163 $446,000

Others Institutions Holding IWO

# of Institutions

1,097

Shares Held

32.6M

Call Options Held

39.4K

Put Options Held

28K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Intrepid Financial Planning Group LLC Ishares Russell 2000 Gwt ETF Transaction History