Lbj Family Wealth Advisors, Ltd. Ishares Russell 2000 Gwt ETF Transaction History

Lbj Family Wealth Advisors, Ltd.

$168 Million
Q3 2024

A detailed history of Lbj Family Wealth Advisors, Ltd. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Lbj Family Wealth Advisors, Ltd. holds 26,343 shares of IWO stock, worth $7.44 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

26,343

Previous 26,343 -0.0%

Holding current value

$7.44 Million

Previous $6.92 Million 7.97%

% of portfolio

4.44%

Previous 4.39%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 02, 2024	BUY	$239.5 - $270.8 $4,550 - $5,145	19 Added 0.07%	26,343 $7.13 Million
Q4 2023 Jan 03, 2024	BUY	$204.07 - $257.57 $1,224 - $1,545	6 Added 0.02%	26,324 $6.64 Million
Q3 2023 Oct 10, 2023	SELL	$221.24 - $254.04 $92,478 - $106,188	-418 Reduced 1.56%	26,318 $5.9 Million
Q2 2023 Jul 03, 2023	SELL	$219.8 - $242.66 $277,167 - $305,994	-1,261 Reduced 4.5%	26,736 $6.49 Million
Q1 2023 Apr 11, 2023	BUY	$212.51 - $245.01 $9,562 - $11,025	45 Added 0.16%	27,997 $6.35 Million
Q4 2022 Jan 04, 2023	SELL	$205.84 - $231.03 $22.1 Million - $24.8 Million	-107,534 Reduced 79.37%	27,952 $6 Million
Q3 2022 Oct 03, 2022	BUY	$202.93 - $248.43 $21.8 Million - $26.7 Million	107,592 Added 385.72%	135,486 $13 Million
Q2 2022 Jul 06, 2022	SELL	$194.2 - $261.13 $17,089 - $22,979	-88 Reduced 0.31%	27,894 $5.76 Million
Q1 2022 Apr 13, 2022	BUY	$234.1 - $296.68 $1,638 - $2,076	7 Added 0.03%	27,982 $6.82 Million
Q4 2021 Jan 12, 2022	SELL	$280.02 - $327.35 $112,008 - $130,940	-400 Reduced 1.41%	27,975 $8.2 Million
Q2 2021 Jul 02, 2021	SELL	$278.74 - $313.3 $157,766 - $177,327	-566 Reduced 1.96%	28,375 $8.84 Million
Q1 2021 Apr 13, 2021	SELL	$282.5 - $336.63 $185,037 - $220,492	-655 Reduced 2.21%	28,941 $8.7 Million
Q4 2020 Jan 13, 2021	SELL	$223.17 - $294.86 $15,621 - $20,640	-70 Reduced 0.24%	29,596 $8.49 Million
Q3 2020 Oct 05, 2020	BUY	$203.91 - $230.98 $8,564 - $9,701	42 Added 0.14%	29,666 $6.57 Million
Q2 2020 Jul 01, 2020	BUY	$145.61 - $213.67 $6,261 - $9,187	43 Added 0.15%	29,624 $6.13 Million
Q1 2020 Apr 02, 2020	SELL	$135.58 - $225.25 $445,787 - $740,622	-3,288 Reduced 10.0%	29,581 $4.68 Million
Q4 2019 Jan 09, 2020	BUY	$186.63 - $216.19 $1,866 - $2,161	10 Added 0.03%	32,869 $7.03 Million
Q3 2019 Oct 01, 2019	SELL	$189.94 - $205.08 $126,120 - $136,173	-664 Reduced 1.98%	32,859 $6.33 Million
Q2 2019 Jul 18, 2019	BUY	$187.22 - $206.14 $71,143 - $78,333	380 Added 1.15%	33,523 $6.73 Million
Q1 2019 Apr 03, 2019	BUY	$164.26 - $202.05 $27,102 - $33,338	165 Added 0.5%	33,143 $6.52 Million
Q4 2018 Jan 11, 2019	BUY	$156.33 - $211.73 $104,272 - $141,223	667 Added 2.06%	32,978 $5.54 Million
Q3 2018 Oct 01, 2018	SELL	$204.76 - $220.33 $82,313 - $88,572	-402 Reduced 1.23%	32,311 $6.95 Million
Q1 2018 Apr 03, 2018	SELL	$179.86 - $200.59 $24,281 - $27,079	-135 Reduced 0.41%	32,713 $6.23 Million
Q4 2017 Jan 02, 2018	BUY	$177.13 - $188.2 $11,690 - $12,421	66 Added 0.2%	32,848 $6.13 Million
Q3 2017 Oct 03, 2017	BUY	$173.97 - $178.96 $5.7 Million - $5.87 Million	32,782	32,782 $5.87 Million

Others Institutions Holding IWO

# of Institutions

985

Shares Held

33.4M

Call Options Held

84K

Put Options Held

36K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Lbj Family Wealth Advisors, Ltd. Ishares Russell 2000 Gwt ETF Transaction History