A detailed history of Sea Crest Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 758 shares of IWO stock, worth $220,252. This represents 0.02% of its overall portfolio holdings.

Number of Shares
758
Holding current value
$220,252
% of portfolio
0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$256.4 - $289.78 $194,351 - $219,653
758 New
758 $215,000
Q1 2024

Apr 18, 2024

BUY
$239.5 - $270.8 $181,541 - $205,266
758 New
758 $205,000
Q2 2022

Aug 09, 2022

BUY
$194.2 - $261.13 $188,956 - $254,079
973 New
973 $201,000
Q2 2019

Jul 19, 2019

SELL
$187.22 - $206.14 $87,431 - $96,267
-467 Closed
0 $0
Q1 2019

May 10, 2019

SELL
$164.26 - $202.05 $17,904 - $22,023
-109 Reduced 18.92%
467 $92,000
Q4 2018

Feb 13, 2019

SELL
$156.33 - $211.73 $2,501 - $3,387
-16 Reduced 2.7%
576 $97,000
Q1 2018

Apr 20, 2018

BUY
$179.86 - $200.59 $359 - $401
2 Added 0.34%
592 $113,000
Q4 2017

Feb 02, 2018

BUY
$177.13 - $188.2 $104,506 - $111,038
590
590 $110,000

Others Institutions Holding IWO

About ISHARES RUSSELL 2000 GWT ETF


  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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