Oldfather Financial Services, LLC Ishares Russell 2000 Gwt ETF Transaction History

Oldfather Financial Services, LLC

$244 Million
Q2 2024

A detailed history of Oldfather Financial Services, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Oldfather Financial Services, LLC holds 25,748 shares of IWO stock, worth $7.27 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares

25,748

Previous 25,946 0.76%

Holding current value

$7.27 Million

Previous $7.03 Million 3.8%

% of portfolio

2.77%

Previous 2.89%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$245.29 - $268.7 $48,567 - $53,202	-198 Reduced 0.76%	25,748 $6.76 Million
Q1 2024 Apr 25, 2024	BUY	$239.5 - $270.8 $129,090 - $145,961	539 Added 2.12%	25,946 $7.03 Million
Q4 2023 Jan 16, 2024	BUY	$204.07 - $257.57 $381,406 - $481,398	1,869 Added 7.94%	25,407 $6.41 Million
Q3 2023 Oct 25, 2023	BUY	$221.24 - $254.04 $33,628 - $38,614	152 Added 0.65%	23,538 $5.28 Million
Q2 2023 Jul 27, 2023	BUY	$219.8 - $242.66 $53,411 - $58,966	243 Added 1.05%	23,386 $5.67 Million
Q1 2023 May 01, 2023	BUY	$212.51 - $245.01 $408,444 - $470,909	1,922 Added 9.06%	23,143 $5.25 Million
Q4 2022 Feb 02, 2023	BUY	$205.84 - $231.03 $200,282 - $224,792	973 Added 4.81%	21,221 $4.55 Million
Q3 2022 Oct 14, 2022	BUY	$202.93 - $248.43 $125,004 - $153,032	616 Added 3.14%	20,248 $4.18 Million
Q2 2022 Jul 28, 2022	BUY	$194.2 - $261.13 $316,546 - $425,641	1,630 Added 9.05%	19,632 $4.41 Million
Q1 2022 Apr 29, 2022	BUY	$234.1 - $296.68 $241,123 - $305,580	1,030 Added 6.07%	18,002 $4.16 Million
Q4 2021 Feb 17, 2022	BUY	$280.02 - $327.35 $320,902 - $375,143	1,146 Added 7.24%	16,972 $4.42 Million
Q3 2021 Nov 15, 2021	SELL	$284.4 - $314.06 $39,816 - $43,968	-140 Reduced 0.88%	15,826 $5.1 Million
Q2 2021 Aug 11, 2021	BUY	$278.74 - $313.3 $118,464 - $133,152	425 Added 2.73%	15,966 $4.81 Million
Q1 2021 Apr 09, 2021	SELL	$282.5 - $336.63 $324,310 - $386,451	-1,148 Reduced 6.88%	15,541 $4.72 Million
Q4 2020 Feb 08, 2021	BUY	$223.17 - $294.86 $41,509 - $54,843	186 Added 1.13%	16,689 $4.78 Million
Q3 2020 Oct 16, 2020	SELL	$203.91 - $230.98 $1,631 - $1,847	-8 Reduced 0.05%	16,503 $3.93 Million
Q2 2020 Jul 31, 2020	BUY	$145.61 - $213.67 $47,177 - $69,229	324 Added 2.0%	16,511 $3.56 Million
Q1 2020 May 13, 2020	BUY	$135.58 - $225.25 $392,232 - $651,648	2,893 Added 21.76%	16,187 $2.98 Million
Q4 2019 Jan 30, 2020	BUY	$186.63 - $216.19 $2.48 Million - $2.87 Million	13,294 New	13,294 $2.88 Million

Others Institutions Holding IWO

# of Institutions

985

Shares Held

33.4M

Call Options Held

84K

Put Options Held

36K

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About ISHARES RUSSELL 2000 GWT ETF

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Oldfather Financial Services, LLC Ishares Russell 2000 Gwt ETF Transaction History