Topel & Distasi Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 756 shares of IWO stock, worth $200,581. This represents 0.09% of its overall portfolio holdings.

Number of Shares
756
Previous 920 17.83%
Holding current value
$200,581
Previous $261,000 16.86%
% of portfolio
0.09%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$278.19 - $315.36 $45,623 - $51,719
-164 Reduced 17.83%
756 $217,000
Q3 2024

Nov 12, 2024
BUY
$256.4 - $289.78 $256 - $289
1 Added 0.11%
920 $261,000
Q2 2024

Aug 09, 2024
BUY
$245.29 - $268.7 $225,421 - $246,935
919 New
919 $241,000
Q1 2022

Apr 21, 2022
SELL
$234.1 - $296.68 $167,615 - $212,422
-716 Closed
0 $0
Q4 2021

Feb 23, 2022
BUY
$280.02 - $327.35 $200,494 - $234,382
716 New
716 $210,000

Others Institutions Holding IWO

# of Institutions
1,164
Shares Held
35.3M
Call Options Held
174K
Put Options Held
60.5K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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