Marshall Financial Group Inc Ishares Russell 2000 Gwt ETF Transaction History

Marshall Financial Group Inc

$327 Million
Q4 2024

A detailed history of Marshall Financial Group Inc transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Marshall Financial Group Inc holds 6,810 shares of IWO stock, worth $1.79 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

6,810

Previous 6,848 0.55%

Holding current value

$1.79 Million

Previous $1.94 Million 0.82%

% of portfolio

0.6%

Previous 0.59%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$278.19 - $315.36 $10,571 - $11,983	-38 Reduced 0.55%	6,810 $1.96 Million
Q3 2024 Nov 04, 2024	SELL	$256.4 - $289.78 $62,817 - $70,996	-245 Reduced 3.45%	6,848 $1.94 Million
Q2 2024 Aug 09, 2024	BUY	$245.29 - $268.7 $1,717 - $1,880	7 Added 0.1%	7,093 $1.86 Million
Q1 2024 May 08, 2024	BUY	$239.5 - $270.8 $1,676 - $1,895	7 Added 0.1%	7,086 $1.92 Million
Q4 2023 Feb 07, 2024	BUY	$204.07 - $257.57 $126,727 - $159,950	621 Added 9.62%	7,079 $1.79 Million
Q2 2023 Aug 10, 2023	BUY	$219.8 - $242.66 $1,538 - $1,698	7 Added 0.11%	6,458 $1.57 Million
Q1 2023 May 02, 2023	SELL	$212.51 - $245.01 $47,602 - $54,882	-224 Reduced 3.36%	6,451 $1.46 Million
Q4 2022 Feb 03, 2023	SELL	$205.84 - $231.03 $3,499 - $3,927	-17 Reduced 0.25%	6,675 $1.43 Million
Q3 2022 Nov 14, 2022	BUY	$202.93 - $248.43 $107,552 - $131,667	530 Added 8.6%	6,692 $1.38 Million
Q2 2022 Aug 10, 2022	BUY	$194.2 - $261.13 $582 - $783	3 Added 0.05%	6,162 $1.27 Million
Q1 2022 May 10, 2022	BUY	$234.1 - $296.68 $702 - $890	3 Added 0.05%	6,159 $1.58 Million
Q4 2021 Feb 08, 2022	BUY	$280.02 - $327.35 $1,680 - $1,964	6 Added 0.1%	6,156 $1.8 Million
Q3 2021 Nov 15, 2021	SELL	$284.4 - $314.06 $46,925 - $51,819	-165 Reduced 2.61%	6,150 $1.81 Million
Q2 2021 Jul 29, 2021	BUY	$278.74 - $313.3 $836 - $939	3 Added 0.05%	6,315 $1.97 Million
Q1 2021 May 10, 2021	SELL	$282.5 - $336.63 $18,362 - $21,880	-65 Reduced 1.02%	6,312 $1.9 Million
Q4 2020 Feb 04, 2021	SELL	$223.17 - $294.86 $65,388 - $86,393	-293 Reduced 4.39%	6,377 $1.83 Million
Q3 2020 Nov 10, 2020	BUY	$203.91 - $230.98 $611 - $692	3 Added 0.04%	6,670 $1.48 Million
Q2 2020 Jul 27, 2020	BUY	$145.61 - $213.67 $1,164 - $1,709	8 Added 0.12%	6,667 $1.38 Million
Q1 2020 Apr 23, 2020	SELL	$135.58 - $225.25 $98,024 - $162,855	-723 Reduced 9.79%	6,659 $1.05 Million
Q4 2019 Feb 05, 2020	SELL	$186.63 - $216.19 $36,206 - $41,940	-194 Reduced 2.56%	7,382 $1.58 Million
Q3 2019 Oct 30, 2019	SELL	$189.94 - $205.08 $9,307 - $10,048	-49 Reduced 0.64%	7,576 $1.46 Million
Q2 2019 Jul 23, 2019	BUY	$187.22 - $206.14 $936 - $1,030	5 Added 0.07%	7,625 $1.53 Million
Q1 2019 Apr 26, 2019	BUY	$164.26 - $202.05 $492 - $606	3 Added 0.04%	7,620 $1.5 Million
Q4 2018 Feb 11, 2019	BUY	$156.33 - $211.73 $1.19 Million - $1.61 Million	7,617 New	7,617 $1.28 Million

Others Institutions Holding IWO

# of Institutions

1,167

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

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About ISHARES RUSSELL 2000 GWT ETF

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Marshall Financial Group Inc Ishares Russell 2000 Gwt ETF Transaction History