Sea Crest Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Sea Crest Wealth Management, LLC

$916 Million
Q4 2024

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 720 shares of IWO stock, worth $189,331. This represents 0.02% of its overall portfolio holdings.

Number of Shares

720

Previous 758 5.01%

Holding current value

$189,331

Previous $215,000 3.72%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$278.19 - $315.36 $10,571 - $11,983	-38 Reduced 5.01%	720 $207,000
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

# of Institutions

1,167

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Account

Sea Crest Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History