Triad Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 1,263 shares of IWO stock, worth $394,207. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,263
Previous 1,169 8.04%
Holding current value
$394,207
Previous $334 Million 20.96%
% of portfolio
0.05%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$284.45 - $324.95 $26,738 - $30,545
94 Added 8.04%
1,263 $404 Million
Q2 2025

Jul 21, 2025
SELL
$224.16 - $285.86 $448 - $571
-2 Reduced 0.17%
1,169 $334 Million
Q1 2025

May 14, 2025
SELL
$254.58 - $302.92 $763 - $908
-3 Reduced 0.26%
1,171 $299 Million
Q4 2024

Feb 06, 2025
BUY
$278.19 - $315.36 $326,595 - $370,232
1,174 New
1,174 $338 Million
Q2 2024

Jul 18, 2024
BUY
$245.29 - $268.7 $15,943 - $17,465
65 New
65 $17.2 Million

Others Institutions Holding IWO

# of Institutions
1,154
Shares Held
32.7M
Call Options Held
53.3K
Put Options Held
25.5K
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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