A detailed history of Investment Advisory Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Investment Advisory Group, LLC holds 1,258 shares of IWO stock, worth $356,756. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,258
Previous 1,218 3.28%
Holding current value
$356,756
Previous $319,000 11.91%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Oct 15, 2024

BUY
$256.4 - $289.78 $10,256 - $11,591
40 Added 3.28%
1,258 $357,000
Q2 2024

Jul 31, 2024

BUY
$245.29 - $268.7 $14,717 - $16,122
60 Added 5.18%
1,218 $319,000
Q1 2024

Apr 29, 2024

SELL
$239.5 - $270.8 $5,508 - $6,228
-23 Reduced 1.95%
1,158 $313,000
Q4 2023

Jan 30, 2024

SELL
$204.07 - $257.57 $11,427 - $14,423
-56 Reduced 4.53%
1,181 $297,000
Q3 2023

Oct 16, 2023

SELL
$221.24 - $254.04 $15,929 - $18,290
-72 Reduced 5.5%
1,237 $277,000
Q2 2023

Jul 17, 2023

SELL
$219.8 - $242.66 $7,693 - $8,493
-35 Reduced 2.6%
1,309 $317,000
Q1 2023

May 02, 2023

SELL
$212.51 - $245.01 $1,062 - $1,225
-5 Reduced 0.37%
1,344 $304,000
Q4 2022

Jan 19, 2023

SELL
$205.84 - $231.03 $17,290 - $19,406
-84 Reduced 5.86%
1,349 $0
Q3 2022

Oct 24, 2022

BUY
$202.93 - $248.43 $290,798 - $356,000
1,433 New
1,433 $296,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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