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 7,093 shares of IWO stock, worth $1.99 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
7,093
Previous 7,086 0.1%
Holding current value
$1.99 Million
Previous $1.92 Million 2.92%
% of portfolio
0.6%
Previous 0.63%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Marshall Financial Group Inc Portfolio

Follow Marshall Financial Group Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Financial Group Inc , based on Form 13F filings with the SEC.

News

Stay updated on Marshall Financial Group Inc with notifications on news.