Navis Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Navis Wealth Advisors, LLC

  • $129 Million
  • Q3 2025

A detailed history of Navis Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 4,035 shares of IWO stock, worth $1.26 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
4,035
Previous 4,035 -0.0%
Holding current value
$1.26 Million
Previous $1.15 Million 11.97%
% of portfolio
1.0%
Previous 0.99%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$224.16 - $285.86 $336,240 - $428,790
1,500 Added 59.17%
4,035 $1.15 Million
Q4 2020

Mar 04, 2021
BUY
$223.17 - $294.86 $565,735 - $747,470
2,535 New
2,535 $727,000

Others Institutions Holding IWO

# of Institutions
1,151
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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