A detailed history of Lws Wealth Advisors, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 960 shares of IWO stock, worth $286,857. This represents 0.09% of its overall portfolio holdings.

Number of Shares
960
Previous 950 1.05%
Holding current value
$286,857
Previous $212,000 14.15%
% of portfolio
0.09%
Previous 0.1%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$204.07 - $257.57 $2,040 - $2,575
10 Added 1.05%
960 $242,000
Q3 2023

Nov 13, 2023

BUY
$221.24 - $254.04 $1,327 - $1,524
6 Added 0.64%
950 $212,000
Q2 2023

Jul 28, 2023

SELL
$219.8 - $242.66 $9,231 - $10,191
-42 Reduced 4.26%
944 $229,000
Q1 2023

Apr 28, 2023

SELL
$212.51 - $245.01 $5,312 - $6,125
-25 Reduced 2.47%
986 $223,000
Q4 2022

Feb 14, 2023

SELL
$205.84 - $231.03 $2,881 - $3,234
-14 Reduced 1.37%
1,011 $216,000
Q3 2022

Nov 14, 2022

BUY
$202.93 - $248.43 $811 - $993
4 Added 0.39%
1,025 $212,000
Q2 2022

Aug 05, 2022

BUY
$194.2 - $261.13 $37,869 - $50,920
195 Added 23.61%
1,021 $211,000
Q4 2021

Feb 02, 2022

BUY
$280.02 - $327.35 $280 - $327
1 Added 0.12%
826 $242,000
Q2 2021

Jul 23, 2021

SELL
$278.74 - $313.3 $278 - $313
-1 Reduced 0.12%
825 $257,000
Q1 2021

Apr 29, 2021

SELL
$282.5 - $336.63 $68,365 - $81,464
-242 Reduced 22.66%
826 $248,000
Q4 2020

Jan 20, 2021

SELL
$223.17 - $294.86 $7,141 - $9,435
-32 Reduced 2.91%
1,068 $306,000
Q3 2020

Nov 10, 2020

SELL
$203.91 - $230.98 $13,050 - $14,782
-64 Reduced 5.5%
1,100 $244,000
Q2 2020

Aug 05, 2020

BUY
$145.61 - $213.67 $169,490 - $248,711
1,164 New
1,164 $241,000
Q1 2020

May 04, 2020

SELL
$135.58 - $225.25 $160,391 - $266,470
-1,183 Closed
0 $0
Q4 2019

Feb 06, 2020

BUY
$186.63 - $216.19 $220,783 - $255,752
1,183 New
1,183 $253,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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