Tobias Financial Advisors, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Tobias Financial Advisors, Inc.

$499 Million
Q1 2025

A detailed history of Tobias Financial Advisors, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 37,684 shares of IWO stock, worth $10.4 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

37,684

Previous 37,768 0.22%

Holding current value

$10.4 Million

Previous $10.9 Million 11.42%

% of portfolio

1.93%

Previous 2.25%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$254.58 - $302.92 $21,384 - $25,445	-84 Reduced 0.22%	37,684 $9.63 Million
Q4 2024 Feb 13, 2025	BUY	$278.19 - $315.36 $233,679 - $264,902	840 Added 2.27%	37,768 $10.9 Million
Q3 2024 Oct 30, 2024	BUY	$256.4 - $289.78 $289,732 - $327,451	1,130 Added 3.16%	36,928 $10.5 Million
Q2 2024 Aug 13, 2024	BUY	$245.29 - $268.7 $700,793 - $767,675	2,857 Added 8.67%	35,798 $9.4 Million
Q1 2024 May 02, 2024	BUY	$239.5 - $270.8 $186,810 - $211,224	780 Added 2.43%	32,941 $8.92 Million
Q4 2023 Feb 14, 2024	BUY	$204.07 - $257.57 $157,950 - $199,359	774 Added 2.47%	32,161 $8.11 Million
Q3 2023 Nov 03, 2023	BUY	$221.24 - $254.04 $2.2 Million - $2.53 Million	9,942 Added 46.36%	31,387 $7.04 Million
Q2 2023 Aug 03, 2023	BUY	$219.8 - $242.66 $142,870 - $157,729	650 Added 3.13%	21,445 $5.2 Million
Q1 2023 Apr 24, 2023	BUY	$212.51 - $245.01 $215,060 - $247,950	1,012 Added 5.12%	20,795 $4.72 Million
Q4 2022 Feb 13, 2023	BUY	$205.84 - $231.03 $27,788 - $31,189	135 Added 0.69%	19,783 $4.24 Million
Q3 2022 Nov 14, 2022	BUY	$202.93 - $248.43 $413,571 - $506,300	2,038 Added 11.57%	19,648 $4.06 Million
Q2 2022 Aug 12, 2022	BUY	$194.2 - $261.13 $279,065 - $375,243	1,437 Added 8.89%	17,610 $3.63 Million
Q1 2022 May 09, 2022	BUY	$234.1 - $296.68 $3.79 Million - $4.8 Million	16,173 New	16,173 $4.14 Million
Q4 2021 Feb 09, 2022	SELL	$280.02 - $327.35 $4.34 Million - $5.07 Million	-15,492 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$284.4 - $314.06 $453,333 - $500,611	1,594 Added 11.47%	15,492 $4.55 Million
Q2 2021 Aug 12, 2021	BUY	$278.74 - $313.3 $187,313 - $210,537	672 Added 5.08%	13,898 $4.33 Million
Q1 2021 May 07, 2021	SELL	$282.5 - $336.63 $705,120 - $840,228	-2,496 Reduced 15.88%	13,226 $3.98 Million
Q4 2020 Feb 12, 2021	SELL	$223.17 - $294.86 $16,291 - $21,524	-73 Reduced 0.46%	15,722 $4.51 Million
Q3 2020 Nov 05, 2020	BUY	$203.91 - $230.98 $83,603 - $94,701	410 Added 2.66%	15,795 $3.5 Million
Q2 2020 Nov 05, 2020	SELL	$145.61 - $213.67 $317,575 - $466,014	-2,181 Reduced 12.42%	15,385 $3.18 Million
Q1 2020 May 13, 2020	BUY	$135.58 - $225.25 $144,121 - $239,440	1,063 Added 6.44%	17,566 $2.78 Million
Q4 2019 Feb 04, 2020	BUY	$186.63 - $216.19 $3.08 Million - $3.57 Million	16,503 New	16,503 $3.54 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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Account

Tobias Financial Advisors, Inc. Ishares Russell 2000 Gwt ETF Transaction History