Spire Wealth Management Ishares Russell 2000 Gwt ETF Transaction History

Spire Wealth Management

$3.02 Billion
Q1 2025

A detailed history of Spire Wealth Management transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Spire Wealth Management holds 2,757 shares of IWO stock, worth $761,841. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,757

Previous 3,103 11.15%

Holding current value

$761,841

Previous $893,000 21.16%

% of portfolio

0.02%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$254.58 - $302.92 $88,084 - $104,810	-346 Reduced 11.15%	2,757 $704,000
Q4 2024 Jan 24, 2025	BUY	$278.19 - $315.36 $559,996 - $634,819	2,013 Added 184.68%	3,103 $893,000
Q3 2024 Oct 15, 2024	BUY	$256.4 - $289.78 $4,615 - $5,216	18 Added 1.68%	1,090 $309,000
Q2 2024 Jul 31, 2024	SELL	$245.29 - $268.7 $996,122 - $1.09 Million	-4,061 Reduced 79.12%	1,072 $281,000
Q1 2024 Apr 24, 2024	SELL	$239.5 - $270.8 $49,576 - $56,055	-207 Reduced 3.88%	5,133 $1.39 Million
Q4 2023 Feb 06, 2024	BUY	$204.07 - $257.57 $166,521 - $210,177	816 Added 18.04%	5,340 $1.35 Million
Q3 2023 Nov 08, 2023	BUY	$221.24 - $254.04 $9,955 - $11,431	45 Added 1.0%	4,524 $1.01 Million
Q2 2023 Aug 09, 2023	SELL	$219.8 - $242.66 $122,868 - $135,646	-559 Reduced 11.1%	4,479 $1.09 Million
Q1 2023 May 09, 2023	SELL	$212.51 - $245.01 $79,691 - $91,878	-375 Reduced 6.93%	5,038 $1.14 Million
Q4 2022 Feb 03, 2023	SELL	$205.84 - $231.03 $31,493 - $35,347	-153 Reduced 2.75%	5,413 $1.16 Million
Q3 2022 Nov 07, 2022	BUY	$202.93 - $248.43 $782,295 - $957,697	3,855 Added 225.31%	5,566 $1.15 Million
Q2 2022 Jul 22, 2022	SELL	$194.2 - $261.13 $31,654 - $42,564	-163 Reduced 8.7%	1,711 $353,000
Q1 2022 Apr 18, 2022	SELL	$234.1 - $296.68 $931,015 - $1.18 Million	-3,977 Reduced 67.97%	1,874 $479,000
Q4 2021 Jan 14, 2022	BUY	$280.02 - $327.35 $17,921 - $20,950	64 Added 1.11%	5,851 $1.72 Million
Q3 2021 Oct 22, 2021	BUY	$284.4 - $314.06 $44,366 - $48,993	156 Added 2.77%	5,787 $1.7 Million
Q2 2021 Jul 26, 2021	SELL	$278.74 - $313.3 $14,773 - $16,604	-53 Reduced 0.93%	5,631 $1.76 Million
Q1 2021 May 21, 2021	BUY	$282.5 - $336.63 $1.61 Million - $1.91 Million	5,684 New	5,684 $1.71 Million

Others Institutions Holding IWO

# of Institutions

1,090

Shares Held

33.2M

Call Options Held

40.4K

Put Options Held

33.2K

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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Ishares Russell 2000 Gwt ETF Transaction History