Lji Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Lji Wealth Management, LLC

  • $387 Billion
  • Q1 2024

A detailed history of Lji Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Lji Wealth Management, LLC holds 1,080 shares of IWO stock, worth $307,767. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,080
Previous 907 19.07%
Holding current value
$307,767
Previous $229 Million 27.94%
% of portfolio
0.08%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$239.5 - $270.8 $41,433 - $46,848
173 Added 19.07%
1,080 $293 Million
Q4 2023

Feb 13, 2024
SELL
$204.07 - $257.57 $13,468 - $16,999
-66 Reduced 6.78%
907 $229 Million
Q1 2023

Feb 02, 2024
SELL
$212.51 - $245.01 $10,412 - $12,005
-49 Reduced 4.79%
973 $221 Million
Q4 2022

Jan 02, 2024
BUY
$209.1 - $231.03 $213,700 - $236,112
1,022 New
1,022 $219 Million

Others Institutions Holding IWO

# of Institutions
989
Shares Held
33.3M
Call Options Held
196K
Put Options Held
68.4K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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