Martel Wealth Advisors Inc Ishares Russell 2000 Gwt ETF Transaction History

Martel Wealth Advisors Inc

$489 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 09, 2024	SELL	$205.84 - $231.03 $345,811 - $388,130	-1,680 Closed	0 $0
Q3 2022 Oct 09, 2024	SELL	$202.93 - $248.43 $37,339 - $45,711	-184 Reduced 9.87%	1,680 $347 Million
Q2 2022 Oct 09, 2024	SELL	$194.2 - $261.13 $10,681 - $14,362	-55 Reduced 2.87%	1,864 $385 Million
Q1 2022 Oct 09, 2024	BUY	$234.1 - $296.68 $28,092 - $35,601	120 Added 6.67%	1,919 $491 Million
Q4 2021 Oct 09, 2024	BUY	$280.02 - $327.35 $13,440 - $15,712	48 Added 2.74%	1,799 $527 Million
Q3 2021 Oct 09, 2024	SELL	$284.4 - $314.06 $2,844 - $3,140	-10 Reduced 0.57%	1,751 $514 Million
Q2 2021 Oct 09, 2024	SELL	$278.74 - $313.3 $3,344 - $3,759	-12 Reduced 0.68%	1,761 $549 Million
Q1 2021 Oct 09, 2024	SELL	$282.5 - $336.63 $23,447 - $27,940	-83 Reduced 4.47%	1,773 $533 Million
Q4 2020 Oct 09, 2024	BUY	$223.17 - $294.86 $414,203 - $547,260	1,856 New	1,856 $532 Million
Q3 2020 Oct 18, 2024	SELL	$203.91 - $230.98 $2,650 - $3,002	-13 Reduced 0.7%	1,831 $406 Million
Q2 2020 Oct 18, 2024	SELL	$145.61 - $213.67 $56,642 - $83,117	-389 Reduced 17.42%	1,844 $381 Million
Q1 2020 Oct 18, 2024	BUY	$135.58 - $225.25 $22,913 - $38,067	169 Added 8.19%	2,233 $353 Million
Q4 2019 Oct 18, 2024	BUY	$186.63 - $216.19 $933 - $1,080	5 Added 0.24%	2,064 $442 Million
Q3 2019 Oct 18, 2024	SELL	$189.94 - $205.08 $16,904 - $18,252	-89 Reduced 4.14%	2,059 $397 Million
Q2 2019 Oct 18, 2024	SELL	$187.22 - $206.14 $9,735 - $10,719	-52 Reduced 2.36%	2,148 $431 Million
Q1 2019 Oct 18, 2024	BUY	$164.26 - $202.05 $1,642 - $2,020	10 Added 0.46%	2,200 $433 Million
Q4 2018 Oct 18, 2024	BUY	$156.33 - $211.73 $85,981 - $116,451	550 Added 33.54%	2,190 $368 Million
Q3 2018 Oct 18, 2024	BUY	$204.76 - $220.33 $335,806 - $361,341	1,640 New	1,640 $353 Million

Others Institutions Holding IWO

# of Institutions

990

Shares Held

33.3M

Call Options Held

84K

Put Options Held

36K

About ISHARES RUSSELL 2000 GWT ETF

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