Rtd Financial Advisors, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Rtd Financial Advisors, Inc.

$743 Million
Q1 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 45,108 shares of IWO stock, worth $10.9 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

45,108

Previous 45,419 0.68%

Holding current value

$10.9 Million

Previous $13.1 Million 11.83%

% of portfolio

1.55%

Previous 1.68%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$254.58 - $302.92 $79,174 - $94,208	-311 Reduced 0.68%	45,108 $11.5 Million
Q4 2024 Jan 21, 2025	SELL	$278.19 - $315.36 $127,689 - $144,750	-459 Reduced 1.0%	45,419 $13.1 Million
Q3 2024 Oct 30, 2024	SELL	$256.4 - $289.78 $28,716 - $32,455	-112 Reduced 0.24%	45,878 $13 Million
Q2 2024 Jul 22, 2024	SELL	$245.29 - $268.7 $51,510 - $56,427	-210 Reduced 0.45%	45,990 $12.1 Million
Q1 2024 Apr 19, 2024	SELL	$239.5 - $270.8 $107,056 - $121,047	-447 Reduced 0.96%	46,200 $12.5 Million
Q4 2023 Jan 17, 2024	BUY	$204.07 - $257.57 $29,998 - $37,862	147 Added 0.32%	46,647 $11.8 Million
Q3 2023 Oct 19, 2023	SELL	$221.24 - $254.04 $217,036 - $249,213	-981 Reduced 2.07%	46,500 $10.4 Million
Q2 2023 Jul 13, 2023	BUY	$219.8 - $242.66 $21,540 - $23,780	98 Added 0.21%	47,481 $11.5 Million
Q1 2023 Apr 18, 2023	SELL	$212.51 - $245.01 $84,366 - $97,268	-397 Reduced 0.83%	47,383 $10.7 Million
Q4 2022 Jan 24, 2023	BUY	$205.84 - $231.03 $30,670 - $34,423	149 Added 0.31%	47,780 $0
Q3 2022 Oct 12, 2022	BUY	$202.93 - $248.43 $32,874 - $40,245	162 Added 0.34%	47,631 $9.84 Million
Q2 2022 Jul 21, 2022	BUY	$194.2 - $261.13 $1.07 Million - $1.44 Million	5,508 Added 13.13%	47,469 $9.79 Million
Q1 2022 May 03, 2022	BUY	$234.1 - $296.68 $265,001 - $335,841	1,132 Added 2.77%	41,961 $10.7 Million
Q4 2021 May 02, 2022	BUY	$280.02 - $327.35 $11.4 Million - $13.4 Million	40,829 New	40,829 $12 Million

Others Institutions Holding IWO

# of Institutions

1,154

Shares Held

34.6M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
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Rtd Financial Advisors, Inc. Ishares Russell 2000 Gwt ETF Transaction History