New Edge Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History

New Edge Wealth, LLC

  • $5.59 Billion
  • Q4 2024

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 3,168 shares of IWO stock, worth $803,246. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,168
Previous 1,718 84.4%
Holding current value
$803,246
Previous $487,000 87.06%
% of portfolio
0.02%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$278.19 - $315.36 $403,375 - $457,272
1,450 Added 84.4%
3,168 $911,000
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

# of Institutions
1,124
Shares Held
33.3M
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
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