A detailed history of Keystone Wealth Services, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 1,197 shares of IWO stock, worth $357,364. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,197
Previous 1,197 -0.0%
Holding current value
$357,364
Previous $314,000 7.96%
% of portfolio
0.1%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

SELL
$204.07 - $257.57 $77,138 - $97,361
-378 Reduced 24.0%
1,197 $301,000
Q3 2023

Oct 05, 2023

BUY
$221.24 - $254.04 $69,911 - $80,276
316 Added 25.1%
1,575 $353,000
Q4 2022

Feb 09, 2023

SELL
$205.84 - $231.03 $1,646 - $1,848
-8 Reduced 0.63%
1,259 $270,000
Q2 2022

Jul 13, 2022

SELL
$194.2 - $261.13 $8,156 - $10,967
-42 Reduced 3.21%
1,267 $261,000
Q1 2022

Apr 21, 2022

SELL
$234.1 - $296.68 $165,976 - $210,346
-709 Reduced 35.13%
1,309 $335,000
Q4 2021

Feb 14, 2022

BUY
$280.02 - $327.35 $565,080 - $660,592
2,018 New
2,018 $591,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


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