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

Navis Wealth Advisors, LLC

  • $99.6 Million
  • Q1 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 2,535 shares of IWO stock, worth $639,859. This represents 0.65% of its overall portfolio holdings.

Number of Shares
2,535
Previous 2,535 -0.0%
Holding current value
$639,859
Previous $729,000 11.25%
% of portfolio
0.65%
Previous 0.81%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,135
Shares Held
33.7M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC 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 Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email