One Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

One Wealth Advisors, LLC

$662 Million
Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 821 shares of IWO stock, worth $243,483. This represents 0.04% of its overall portfolio holdings.

Number of Shares

821

Holding current value

$243,483

% of portfolio

0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$278.19 - $315.36 $228,393 - $258,910	821 New	821 $236,000
Q4 2023 Feb 13, 2024	BUY	$204.07 - $257.57 $265,699 - $335,356	1,302 New	1,302 $328,000
Q4 2022 Feb 14, 2023	BUY	$205.84 - $231.03 $397,682 - $446,349	1,932 New	1,932 $414,000
Q1 2020 May 15, 2020	SELL	$135.58 - $225.25 $159,035 - $264,218	-1,173 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$186.63 - $216.19 $218,916 - $253,590	1,173 New	1,173 $251,000
Q2 2019 Aug 14, 2019	SELL	$187.22 - $206.14 $65,714 - $72,355	-351 Closed	0 $0
Q1 2019 May 15, 2019	SELL	$164.26 - $202.05 $390,774 - $480,676	-2,379 Reduced 87.14%	351 $69,000
Q4 2018 Feb 15, 2019	BUY	$156.33 - $211.73 $371,909 - $503,705	2,379 Added 677.78%	2,730 $459,000
Q1 2018 May 15, 2018	BUY	$179.86 - $200.59 $19,964 - $22,265	111 Added 46.25%	351 $67,000
Q4 2017 Feb 14, 2018	BUY	$177.13 - $188.2 $42,511 - $45,168	240	240 $45,000

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

Ticker IWO
Sector ETFs
Industry ETFs

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One Wealth Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History