Oak Harbor Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Oak Harbor Wealth Partners, LLC

  • $349 Million
  • Q3 2024

A detailed history of Oak Harbor Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 1,026 shares of IWO stock, worth $304,280. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,026
Previous 1,026 -0.0%
Holding current value
$304,280
Previous $269,000 8.18%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$221.24 - $254.04 $61,947 - $71,131
-280 Reduced 21.44%
1,026 $229,000
Q3 2022

Nov 03, 2022
BUY
$202.93 - $248.43 $41,803 - $51,176
206 Added 18.73%
1,306 $270,000
Q4 2021

Feb 17, 2022
BUY
$280.02 - $327.35 $308,022 - $360,085
1,100 New
1,100 $322,000

Others Institutions Holding IWO

# of Institutions
1,086
Shares Held
33.3M
Call Options Held
178K
Put Options Held
176K
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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