Nelson Capital Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Nelson Capital Management, LLC

  • $558 Million
  • Q2 2024

A detailed history of Nelson Capital Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Nelson Capital Management, LLC holds 1,275 shares of IWO stock, worth $370,476. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,275
Previous 1,275 -0.0%
Holding current value
$370,476
Previous $345,000 3.19%
% of portfolio
0.06%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
BUY
$239.5 - $270.8 $29,937 - $33,850
125 Added 10.87%
1,275 $345,000
Q1 2022

May 02, 2022
SELL
$234.1 - $296.68 $10,534 - $13,350
-45 Reduced 3.77%
1,150 $294,000
Q4 2021

Feb 14, 2022
SELL
$280.02 - $327.35 $5,600 - $6,547
-20 Reduced 1.65%
1,195 $350,000
Q2 2021

Aug 10, 2021
SELL
$278.74 - $313.3 $29,267 - $32,896
-105 Reduced 7.95%
1,215 $379,000
Q4 2020

Feb 17, 2021
BUY
$223.17 - $294.86 $294,584 - $389,215
1,320 New
1,320 $378,000

Others Institutions Holding IWO

# of Institutions
990
Shares Held
33.3M
Call Options Held
84K
Put Options Held
36K
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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