Nvest Financial, LLC Ishares Russell 2000 Gwt ETF Transaction History

Nvest Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Nvest Financial, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Nvest Financial, LLC holds 1,936 shares of IWO stock, worth $535,691. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,936
Previous 1,461 32.51%
Holding current value
$535,691
Previous $414,000 34.54%
% of portfolio
0.3%
Previous 0.24%

Shares

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

Jan 22, 2025
BUY
$278.19 - $315.36 $132,140 - $149,796
475 Added 32.51%
1,936 $557,000
Q3 2024

Oct 09, 2024
BUY
$256.4 - $289.78 $110,508 - $124,895
431 Added 41.84%
1,461 $414,000
Q2 2024

Jul 19, 2024
BUY
$245.29 - $268.7 $46,114 - $50,515
188 Added 22.33%
1,030 $270,000
Q1 2024

Apr 18, 2024
BUY
$239.5 - $270.8 $201,659 - $228,013
842 New
842 $228,000

Others Institutions Holding IWO

# of Institutions
1,162
Shares Held
35.3M
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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