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

990

Shares Held

33.3M

Call Options Held

84K

Put Options Held

36K

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.