Southern Wealth Management, LLP Ishares Russell 2000 Gwt ETF Transaction History

Southern Wealth Management, LLP

  • $258 Million
  • Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Southern Wealth Management, LLP holds 1,341 shares of IWO stock, worth $377,102. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,341
Previous 3,156 57.51%
Holding current value
$377,102
Previous $677,000 55.1%
% of portfolio
0.12%
Previous 0.27%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 12, 2023
SELL
$212.51 - $245.01 $385,705 - $444,693
-1,815 Reduced 57.51%
1,341 $304,000
Q4 2022

Feb 13, 2023
BUY
$205.84 - $231.03 $326,256 - $366,182
1,585 Added 100.89%
3,156 $677,000
Q3 2022

Nov 14, 2022
SELL
$202.93 - $248.43 $471,609 - $577,351
-2,324 Reduced 59.67%
1,571 $356,000
Q2 2022

Aug 11, 2022
BUY
$194.2 - $261.13 $375,194 - $504,503
1,932 Added 98.42%
3,895 $804,000
Q1 2022

May 16, 2022
SELL
$234.1 - $296.68 $61,100 - $77,433
-261 Reduced 11.74%
1,963 $502,000
Q4 2021

Feb 10, 2022
SELL
$280.02 - $327.35 $925,746 - $1.08 Million
-3,306 Reduced 59.78%
2,224 $652,000
Q2 2021

Aug 13, 2021
BUY
$278.74 - $313.3 $177,278 - $199,258
636 Added 13.0%
5,530 $1.68 Million
Q1 2021

May 17, 2021
SELL
$282.5 - $336.63 $45,765 - $54,534
-162 Reduced 3.2%
4,894 $1.47 Million
Q4 2020

Feb 16, 2021
BUY
$223.17 - $294.86 $892 - $1,179
4 Added 0.08%
5,056 $1.45 Million
Q3 2020

Nov 25, 2020
SELL
$203.91 - $230.98 $1,427 - $1,616
-7 Reduced 0.14%
5,052 $1.12 Million
Q2 2020

Aug 14, 2020
SELL
$145.61 - $213.67 $88,530 - $129,911
-608 Reduced 10.73%
5,059 $1.05 Million
Q1 2020

May 14, 2020
BUY
$135.58 - $225.25 $51,927 - $86,270
383 Added 7.25%
5,667 $896,000
Q4 2019

May 14, 2020
BUY
$186.63 - $216.19 $986,152 - $1.14 Million
5,284 New
5,284 $1.13 Million

Others Institutions Holding IWO

# of Institutions
986
Shares Held
33.4M
Call Options Held
84K
Put Options Held
36K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Southern Wealth Management, LLP Portfolio

Follow Southern Wealth Management, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Southern Wealth Management, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email