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

Opal Wealth Advisors, LLC

  • $325 Million
  • Q4 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 6,764 shares of IWO stock, worth $1.82 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
6,764
Previous 6,500 4.06%
Holding current value
$1.82 Million
Previous $1.85 Million 5.42%
% of portfolio
0.6%
Previous 0.59%

Shares

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

Jan 28, 2025
BUY
$278.19 - $315.36 $73,442 - $83,255
264 Added 4.06%
6,764 $1.95 Million
Q3 2024

Oct 15, 2024
SELL
$256.4 - $289.78 $28,716 - $32,455
-112 Reduced 1.69%
6,500 $1.85 Million
Q2 2024

Jul 12, 2024
SELL
$245.29 - $268.7 $56,416 - $61,801
-230 Reduced 3.36%
6,612 $1.74 Million
Q1 2024

Apr 11, 2024
SELL
$239.5 - $270.8 $58,677 - $66,346
-245 Reduced 3.46%
6,842 $1.85 Million
Q4 2023

Jan 19, 2024
BUY
$204.07 - $257.57 $1.45 Million - $1.83 Million
7,087 New
7,087 $1.79 Million
Q1 2023

Apr 19, 2023
SELL
$212.51 - $245.01 $1.27 Million - $1.47 Million
-5,992 Reduced 86.98%
897 $203,000
Q4 2022

Feb 03, 2023
BUY
$205.84 - $231.03 $686,064 - $770,022
3,333 Added 93.73%
6,889 $1.48 Million
Q3 2022

Oct 17, 2022
SELL
$202.93 - $248.43 $851,291 - $1.04 Million
-4,195 Reduced 54.12%
3,556 $735,000
Q2 2022

Aug 10, 2022
BUY
$194.2 - $261.13 $1.51 Million - $2.02 Million
7,751 New
7,751 $1.6 Million
Q1 2022

May 09, 2022
SELL
$234.1 - $296.68 $1.36 Million - $1.73 Million
-5,827 Closed
0 $0
Q4 2021

Jan 31, 2022
BUY
$280.02 - $327.35 $1.63 Million - $1.91 Million
5,827 New
5,827 $1.71 Million

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
Track This Portfolio

Track Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, 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 Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email