Kowal Investment Group, LLC Ishares Russell 2000 Gwt ETF Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Kowal Investment Group, LLC holds 1,868 shares of IWO stock, worth $554,627. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,868
Previous 1,877 0.48%
Holding current value
$554,627
Previous $492,000 7.72%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Oct 16, 2024
SELL
$256.4 - $289.78 $2,307 - $2,608
-9 Reduced 0.48%
1,868 $530,000
Q2 2024

Aug 13, 2024
SELL
$245.29 - $268.7 $50,039 - $54,814
-204 Reduced 9.8%
1,877 $492,000
Q1 2024

Apr 18, 2024
SELL
$239.5 - $270.8 $17,962 - $20,310
-75 Reduced 3.48%
2,081 $563,000
Q4 2023

Jan 22, 2024
BUY
$204.07 - $257.57 $233,252 - $294,402
1,143 Added 112.83%
2,156 $543,000
Q3 2023

Oct 25, 2023
SELL
$221.24 - $254.04 $3,097 - $3,556
-14 Reduced 1.36%
1,013 $227,000
Q2 2023

Jul 18, 2023
BUY
$219.8 - $242.66 $225,734 - $249,211
1,027 New
1,027 $249,000

Others Institutions Holding IWO

# of Institutions
1,091
Shares Held
33.4M
Call Options Held
179K
Put Options Held
176K
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 Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, 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 Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email