Ropes Wealth Advisors LLC Ishares Russell 2000 Gwt ETF Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 08, 2023	SELL	$212.51 - $245.01 $19,763 - $22,785	-93 Reduced 4.97%	1,779 $403,000
Q4 2022 Feb 06, 2023	BUY	$205.84 - $231.03 $24,289 - $27,261	118 Added 6.73%	1,872 $401,000
Q3 2022 Nov 01, 2022	BUY	$202.93 - $248.43 $4,058 - $4,968	20 Added 1.15%	1,754 $362,000
Q1 2022 May 04, 2022	SELL	$234.1 - $296.68 $936 - $1,186	-4 Reduced 0.23%	1,734 $443,000
Q2 2021 Aug 04, 2021	BUY	$278.74 - $313.3 $484,450 - $544,515	1,738 New	1,738 $542,000
Q1 2021 May 12, 2021	SELL	$282.5 - $336.63 $14,125 - $16,831	-50 Closed	0 $0
Q2 2020 Jul 20, 2020	SELL	$145.61 - $213.67 $92,607 - $135,894	-636 Reduced 92.71%	50 $10,000
Q3 2019 Nov 05, 2019	BUY	$189.94 - $205.08 $120,801 - $130,430	636 Added 1272.0%	686 $132,000
Q4 2017 Feb 13, 2018	BUY	$177.13 - $188.2 $8,856 - $9,410	50	50 $9,000

Others Institutions Holding IWO

# of Institutions

1,055

Shares Held

32.3M

Call Options Held

178K

Put Options Held

176K

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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