Mason Investment Advisory Services, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Mason Investment Advisory Services, Inc.

$1.71 Trillion
Q3 2024

A detailed history of Mason Investment Advisory Services, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 1,842 shares of IWO stock, worth $535,745. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,842

Previous 1,839 0.16%

Holding current value

$535,745

Previous $483 Million 8.38%

% of portfolio

0.03%

Previous 0.03%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$256.4 - $289.78 $769 - $869	3 Added 0.16%	1,842 $523 Million
Q2 2024 Aug 09, 2024	BUY	$245.29 - $268.7 $735 - $806	3 Added 0.16%	1,839 $483 Million
Q4 2023 Feb 13, 2024	BUY	$204.07 - $257.57 $374,672 - $472,898	1,836 New	1,836 $463 Million
Q3 2022 Aug 07, 2024	SELL	$202.93 - $248.43 $59,661 - $73,038	-294 Reduced 10.23%	2,580 $533 Million
Q1 2022 Aug 07, 2024	BUY	$234.1 - $296.68 $242,995 - $307,953	1,038 Added 56.54%	2,874 $735 Million
Q4 2021 Aug 06, 2024	SELL	$280.02 - $327.35 $10,640 - $12,439	-38 Reduced 1.3%	2,882 $845 Million
Q3 2021 Aug 06, 2024	SELL	$284.4 - $314.06 $3,128 - $3,454	-11 Reduced 0.38%	2,920 $857 Million
Q1 2021 Aug 06, 2024	BUY	$282.5 - $336.63 $309,337 - $368,609	1,095 Added 59.64%	2,931 $881 Million
Q4 2020 Aug 05, 2024	SELL	$223.17 - $294.86 $4,463 - $5,897	-20 Reduced 0.62%	3,191 $915 Million
Q2 2020 Aug 05, 2024	SELL	$145.61 - $213.67 $314,517 - $461,527	-2,160 Reduced 40.22%	3,211 $664 Million
Q1 2020 Aug 05, 2024	BUY	$135.58 - $225.25 $479,275 - $796,258	3,535 Added 192.54%	5,371 $850 Million
Q3 2019 Aug 02, 2024	SELL	$189.94 - $205.08 $27,731 - $29,941	-146 Reduced 2.15%	6,652 $1.28 Billion
Q1 2019 Aug 02, 2024	BUY	$164.26 - $202.05 $815,058 - $1 Million	4,962 Added 270.26%	6,798 $1.34 Billion

Others Institutions Holding IWO

# of Institutions

1,058

Shares Held

32.3M

Call Options Held

178K

Put Options Held

176K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Mason Investment Advisory Services, Inc. Ishares Russell 2000 Gwt ETF Transaction History