Palisades Hudson Asset Management, L.P. Ishares Russell 2000 Gwt ETF Transaction History

Palisades Hudson Asset Management, L.P.

$220 Million
Q1 2025

A detailed history of Palisades Hudson Asset Management, L.P. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Palisades Hudson Asset Management, L.P. holds 2,563 shares of IWO stock, worth $731,044. This represents 0.3% of its overall portfolio holdings.

Number of Shares

2,563

Previous 2,560 0.12%

Holding current value

$731,044

Previous $737,000 11.13%

% of portfolio

0.3%

Previous 0.31%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$254.58 - $302.92 $763 - $908	3 Added 0.12%	2,563 $655,000
Q4 2024 Feb 07, 2025	BUY	$278.19 - $315.36 $2,781 - $3,153	10 Added 0.39%	2,560 $737,000
Q3 2024 Oct 29, 2024	BUY	$256.4 - $289.78 $1,025 - $1,159	4 Added 0.16%	2,550 $724,000
Q2 2024 Jul 31, 2024	BUY	$245.29 - $268.7 $981 - $1,074	4 Added 0.16%	2,546 $668,000
Q1 2024 May 06, 2024	BUY	$239.5 - $270.8 $718 - $812	3 Added 0.12%	2,542 $688,000
Q4 2023 Feb 12, 2024	BUY	$204.07 - $257.57 $2,244 - $2,833	11 Added 0.44%	2,539 $640,000
Q2 2023 Aug 14, 2023	SELL	$219.8 - $242.66 $122,648 - $135,404	-558 Reduced 18.08%	2,528 $613,000
Q1 2023 Apr 26, 2023	BUY	$212.51 - $245.01 $1,275 - $1,470	6 Added 0.19%	3,086 $700,000
Q4 2022 Feb 08, 2023	BUY	$205.84 - $231.03 $3,499 - $3,927	17 Added 0.56%	3,080 $661,000
Q3 2022 Oct 28, 2022	BUY	$202.93 - $248.43 $113,234 - $138,623	558 Added 22.28%	3,063 $633,000
Q2 2022 Aug 10, 2022	BUY	$194.2 - $261.13 $582 - $783	3 Added 0.12%	2,505 $517,000
Q1 2022 Apr 27, 2022	BUY	$234.1 - $296.68 $468 - $593	2 Added 0.08%	2,502 $640,000
Q4 2021 Feb 03, 2022	BUY	$280.02 - $327.35 $1,400 - $1,636	5 Added 0.2%	2,500 $733,000
Q2 2021 Aug 06, 2021	BUY	$278.74 - $313.3 $836 - $939	3 Added 0.12%	2,495 $778,000
Q4 2020 Jan 29, 2021	BUY	$223.17 - $294.86 $669 - $884	3 Added 0.12%	2,492 $714,000
Q3 2020 Nov 09, 2020	BUY	$203.91 - $230.98 $611 - $692	3 Added 0.12%	2,489 $551,000
Q2 2020 Aug 13, 2020	SELL	$145.61 - $213.67 $124,642 - $182,901	-856 Reduced 25.61%	2,486 $514,000
Q1 2020 May 07, 2020	SELL	$135.58 - $225.25 $10,439 - $17,344	-77 Reduced 2.25%	3,342 $529,000
Q4 2019 Jan 30, 2020	BUY	$186.63 - $216.19 $2,612 - $3,026	14 Added 0.41%	3,419 $733,000
Q2 2019 Jul 30, 2019	BUY	$187.22 - $206.14 $155,205 - $170,890	829 Added 32.18%	3,405 $684,000
Q1 2019 Apr 23, 2019	SELL	$164.26 - $202.05 $3,613 - $4,445	-22 Reduced 0.85%	2,576 $507,000
Q4 2018 Feb 04, 2019	BUY	$156.33 - $211.73 $1,563 - $2,117	10 Added 0.39%	2,598 $436,000
Q3 2018 Nov 08, 2018	SELL	$204.76 - $220.33 $21,909 - $23,575	-107 Reduced 3.97%	2,588 $557,000
Q1 2018 May 14, 2018	SELL	$179.86 - $200.59 $7,194 - $8,023	-40 Reduced 1.46%	2,695 $514,000
Q4 2017 Feb 09, 2018	BUY	$177.13 - $188.2 $1,771 - $1,882	10 Added 0.37%	2,735 $511,000
Q3 2017 Nov 06, 2017	BUY	$173.97 - $178.96 $474,068 - $487,666	2,725	2,725 $488,000

Others Institutions Holding IWO

# of Institutions

1,089

Shares Held

33.2M

Call Options Held

40.4K

Put Options Held

33.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Palisades Hudson Asset Management, L.P. Ishares Russell 2000 Gwt ETF Transaction History