Keystone Wealth Services, LLC Ishares Russell 2000 Gwt ETF Transaction History

Keystone Wealth Services, LLC

  • $336 Million
  • Q3 2024

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 $347,812. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,197
Previous 1,197 -0.0%
Holding current value
$347,812
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

# of Institutions
990
Shares Held
33.3M
Call Options Held
84K
Put Options Held
36K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email