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

New Edge Wealth, LLC

  • $5.35 Billion
  • Q1 2025

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 2,015 shares of IWO stock, worth $556,442. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,015
Previous 3,168 36.4%
Holding current value
$556,442
Previous $911,000 43.58%
% of portfolio
0.01%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$254.58 - $302.92 $293,530 - $349,266
-1,153 Reduced 36.4%
2,015 $514,000
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
1,091
Shares Held
33.2M
Call Options Held
40.4K
Put Options Held
33.2K
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 New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, 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 New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email