Mycio Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Mycio Wealth Partners, LLC

$417 Million
Q4 2024

A detailed history of Mycio Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 1,248 shares of IWO stock, worth $321,484. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,248

Previous 1,245 0.24%

Holding current value

$321,484

Previous $353,000 1.7%

% of portfolio

0.09%

Previous 0.08%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$278.19 - $315.36 $834 - $946	3 Added 0.24%	1,248 $359,000
Q3 2024 Oct 25, 2024	BUY	$256.4 - $289.78 $256 - $289	1 Added 0.08%	1,245 $353,000
Q2 2024 Aug 12, 2024	BUY	$245.29 - $268.7 $490 - $537	2 Added 0.16%	1,244 $326,000
Q1 2024 May 07, 2024	BUY	$239.5 - $270.8 $239 - $270	1 Added 0.08%	1,242 $336,000
Q4 2023 Jan 30, 2024	BUY	$204.07 - $257.57 $816 - $1,030	4 Added 0.32%	1,241 $313,000
Q2 2023 Aug 04, 2023	BUY	$219.8 - $242.66 $219 - $242	1 Added 0.08%	1,237 $300,000
Q1 2023 May 09, 2023	BUY	$212.51 - $245.01 $425 - $490	2 Added 0.16%	1,236 $280,000
Q4 2022 Jan 25, 2023	BUY	$205.84 - $231.03 $823 - $924	4 Added 0.33%	1,234 $0
Q2 2022 Aug 02, 2022	SELL	$194.2 - $261.13 $529,389 - $711,840	-2,726 Reduced 68.91%	1,230 $254,000
Q1 2022 May 09, 2022	BUY	$234.1 - $296.68 $638,624 - $809,343	2,728 Added 222.15%	3,956 $1.01 Million
Q4 2021 Feb 08, 2022	BUY	$280.02 - $327.35 $560 - $654	2 Added 0.16%	1,228 $360,000
Q2 2021 Aug 09, 2021	BUY	$278.74 - $313.3 $278 - $313	1 Added 0.08%	1,226 $382,000
Q1 2021 May 17, 2021	SELL	$282.5 - $336.63 $98,027 - $116,810	-347 Reduced 22.07%	1,225 $368,000
Q4 2020 Feb 09, 2021	BUY	$223.17 - $294.86 $223 - $294	1 Added 0.06%	1,572 $451,000
Q3 2020 Nov 12, 2020	BUY	$203.91 - $230.98 $407 - $461	2 Added 0.13%	1,571 $348,000
Q2 2020 Aug 13, 2020	BUY	$145.61 - $213.67 $582 - $854	4 Added 0.26%	1,569 $325,000
Q1 2020 May 14, 2020	SELL	$135.58 - $225.25 $224,113 - $372,338	-1,653 Reduced 51.37%	1,565 $248,000
Q4 2019 Feb 13, 2020	BUY	$186.63 - $216.19 $77,451 - $89,718	415 Added 14.81%	3,218 $689,000
Q3 2019 Nov 12, 2019	SELL	$189.94 - $205.08 $750,832 - $810,681	-3,953 Reduced 58.51%	2,803 $601,000
Q2 2019 Aug 05, 2019	SELL	$187.22 - $206.14 $87,618 - $96,473	-468 Reduced 6.48%	6,756 $1.36 Million
Q1 2019 Apr 18, 2019	SELL	$164.26 - $202.05 $169,680 - $208,717	-1,033 Reduced 12.51%	7,224 $1.42 Million
Q4 2018 Jan 22, 2019	BUY	$156.33 - $211.73 $67,221 - $91,043	430 Added 5.49%	8,257 $1.39 Million
Q3 2018 Oct 25, 2018	BUY	$204.76 - $220.33 $612,232 - $658,786	2,990 Added 61.82%	7,827 $1.68 Million
Q2 2018 Jul 19, 2018	BUY	$185.51 - $214.36 $11,130 - $12,861	60 Added 1.26%	4,837 $988,000
Q1 2018 Apr 27, 2018	BUY	$179.86 - $200.59 $1,259 - $1,404	7 Added 0.15%	4,777 $910,000
Q4 2017 Jan 31, 2018	SELL	$177.13 - $188.2 $79,354 - $84,313	-448 Reduced 8.59%	4,770 $891,000
Q3 2017 Oct 19, 2017	SELL	$173.97 - $178.96 $69,066 - $71,047	-397 Reduced 7.07%	5,218 $934,000
Q2 2017 Aug 08, 2017	BUY	N/A	5,615	5,615 $908,000

Others Institutions Holding IWO

# of Institutions

1,164

Shares Held

34.7M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Mycio Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History