A detailed history of Investmark Advisory Group LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Investmark Advisory Group LLC holds 1,682 shares of IWO stock, worth $498,830. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,682
Previous 1,681 0.06%
Holding current value
$498,830
Previous $441,000 8.16%
% of portfolio
0.24%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$256.4 - $289.78 $256 - $289
1 Added 0.06%
1,682 $477,000
Q2 2024

Aug 14, 2024

SELL
$245.29 - $268.7 $245 - $268
-1 Reduced 0.06%
1,681 $441,000
Q1 2024

May 17, 2024

BUY
$239.5 - $270.8 $2,874 - $3,249
12 Added 0.72%
1,682 $455,000
Q4 2023

Feb 14, 2024

BUY
$204.07 - $257.57 $12,652 - $15,969
62 Added 3.86%
1,670 $421,000
Q2 2023

Aug 14, 2023

BUY
$219.8 - $242.66 $7,912 - $8,735
36 Added 2.29%
1,608 $390,000
Q1 2023

May 15, 2023

SELL
$212.51 - $245.01 $5,737 - $6,615
-27 Reduced 1.69%
1,572 $356,000
Q4 2022

Jan 24, 2023

BUY
$205.84 - $231.03 $329,138 - $369,416
1,599 New
1,599 $0
Q2 2022

Jul 15, 2022

SELL
$194.2 - $261.13 $218,086 - $293,248
-1,123 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$234.1 - $296.68 $73,975 - $93,750
316 Added 39.16%
1,123 $287,000
Q4 2021

May 03, 2022

BUY
$280.02 - $327.35 $225,976 - $264,171
807 New
807 $236,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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