Strategic Financial Concepts, LLC Ishares Russell 2000 Gwt ETF Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 349,989 shares of IWO stock, worth $104 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

349,989

Previous 1,549 22494.51%

Holding current value

$104 Million

Previous $440 Million 20.44%

% of portfolio

0.06%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$278.19 - $315.36 $96.9 Million - $110 Million	348,440 Added 22494.51%	349,989 $350 Million
Q3 2024 Nov 12, 2024	SELL	$256.4 - $289.78 $198 Million - $224 Million	-772,592 Reduced 99.8%	1,549 $440 Million
Q2 2024 Aug 06, 2024	BUY	$245.29 - $268.7 $189 Million - $207 Million	771,455 Added 28721.33%	774,141 $2.74 Million
Q1 2024 Apr 22, 2024	BUY	$239.5 - $270.8 $643,297 - $727,368	2,686 New	2,686 $727 Million
Q3 2023 Nov 07, 2023	BUY	$221.24 - $254.04 $215,709 - $247,689	975 Added 55.37%	2,736 $613 Million
Q2 2023 Sep 06, 2023	BUY	$219.8 - $242.66 $3,297 - $3,639	15 Added 0.86%	1,761 $427 Million
Q1 2023 Sep 06, 2023	BUY	$212.51 - $245.01 $371,042 - $427,787	1,746 New	1,746 $396 Million

Others Institutions Holding IWO

# of Institutions

1,082

Shares Held

33.2M

Call Options Held

178K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Strategic Financial Concepts, LLC Ishares Russell 2000 Gwt ETF Transaction History