Lane & Associates LLC Ishares Russell 2000 Gwt ETF Transaction History

Lane & Associates LLC

$184 Million
Q1 2025

A detailed history of Lane & Associates LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Lane & Associates LLC holds 8,049 shares of IWO stock, worth $2.64 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

8,049

Previous 7,605 5.84%

Holding current value

$2.64 Million

Previous $2.19 Million 6.03%

% of portfolio

1.12%

Previous 1.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	BUY	$254.58 - $302.92 $113,033 - $134,496	444 Added 5.84%	8,049 $2.06 Million
Q4 2024 Feb 03, 2025	BUY	$278.19 - $315.36 $82,344 - $93,346	296 Added 4.05%	7,605 $2.19 Million
Q3 2024 Nov 12, 2024	BUY	$256.4 - $289.78 $134,866 - $152,424	526 Added 7.75%	7,309 $2.08 Billion
Q2 2024 Aug 07, 2024	BUY	$245.29 - $268.7 $680,434 - $745,373	2,774 Added 69.19%	6,783 $1.78 Billion
Q1 2024 Apr 12, 2024	BUY	$239.5 - $270.8 $319,972 - $361,788	1,336 Added 49.98%	4,009 $1.09 Billion
Q4 2023 Apr 09, 2024	BUY	$204.07 - $257.57 $545,479 - $688,484	2,673 New	2,673 $674 Million
Q3 2023 Apr 12, 2024	SELL	$221.24 - $254.04 $379,205 - $435,424	-1,714 Reduced 42.75%	2,295 $514 Million

Others Institutions Holding IWO

# of Institutions

1,104

Shares Held

33.2M

Call Options Held

45.7K

Put Options Held

26.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lane & Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lane & Associates LLC with notifications on news.

Account

Lane & Associates LLC Ishares Russell 2000 Gwt ETF Transaction History