A detailed history of New Edge Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, New Edge Wealth, LLC holds 1,718 shares of IWO stock, worth $532,202. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,718
Previous 1,713 0.29%
Holding current value
$532,202
Previous $449,000 8.46%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$256.4 - $289.78 $1,282 - $1,448
5 Added 0.29%
1,718 $487,000
Q2 2024

Aug 01, 2024

SELL
$245.29 - $268.7 $83,398 - $91,358
-340 Reduced 16.56%
1,713 $449,000
Q1 2024

May 06, 2024

BUY
$239.5 - $270.8 $173,637 - $196,330
725 Added 54.59%
2,053 $555,000
Q4 2023

Jan 29, 2024

BUY
$204.07 - $257.57 $271,004 - $342,052
1,328 New
1,328 $334,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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