United Capital Financial Advisers, LLC Ishares Russell 2000 Gwt ETF Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 6,022 shares of IWO stock, worth $1.82 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,022

Previous 5,934 1.48%

Holding current value

$1.82 Million

Previous $1.56 Million 9.83%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$256.4 - $289.78 $22,563 - $25,500	88 Added 1.48%	6,022 $1.71 Million
Q2 2024 Aug 14, 2024	SELL	$245.29 - $268.7 $302,442 - $331,307	-1,233 Reduced 17.2%	5,934 $1.56 Million
Q1 2024 May 15, 2024	SELL	$239.5 - $270.8 $216,747 - $245,074	-905 Reduced 11.21%	7,167 $1.94 Million
Q4 2023 Feb 14, 2024	SELL	$204.07 - $257.57 $5.22 Million - $6.58 Million	-25,562 Reduced 76.0%	8,072 $2.04 Million
Q3 2023 Nov 14, 2023	SELL	$221.24 - $254.04 $325,001 - $373,184	-1,469 Reduced 4.18%	33,634 $7.54 Million
Q2 2023 Aug 14, 2023	SELL	$219.8 - $242.66 $136,935 - $151,177	-623 Reduced 1.74%	35,103 $8.52 Million
Q1 2023 Aug 14, 2023	BUY	$212.51 - $245.01 $111,142 - $128,140	523 Added 1.49%	35,626 $8.08 Million
Q1 2023 May 15, 2023	SELL	$212.51 - $245.01 $142,169 - $163,911	-669 Reduced 1.84%	35,726 $8.1 Million
Q4 2022 Feb 14, 2023	SELL	$205.84 - $231.03 $295,997 - $332,221	-1,438 Reduced 3.8%	36,395 $7.81 Million
Q3 2022 Nov 14, 2022	SELL	$202.93 - $248.43 $369,535 - $452,391	-1,821 Reduced 4.59%	37,833 $7.82 Million
Q2 2022 Aug 11, 2022	BUY	$194.2 - $261.13 $73,796 - $99,229	380 Added 0.97%	39,654 $8.18 Million
Q1 2022 May 16, 2022	SELL	$234.1 - $296.68 $190,089 - $240,904	-812 Reduced 2.03%	39,274 $10 Million
Q4 2021 Feb 14, 2022	BUY	$280.02 - $327.35 $4,480 - $5,237	16 Added 0.04%	40,086 $11.7 Million
Q3 2021 Nov 15, 2021	SELL	$284.4 - $314.06 $253,969 - $280,455	-893 Reduced 2.18%	40,070 $11.8 Million
Q2 2021 Aug 13, 2021	SELL	$278.74 - $313.3 $1.37 Million - $1.54 Million	-4,931 Reduced 10.74%	40,963 $12.8 Million
Q1 2021 May 14, 2021	BUY	$282.5 - $336.63 $181,365 - $216,116	642 Added 1.42%	45,894 $13.8 Million
Q4 2020 Feb 17, 2021	SELL	$223.17 - $294.86 $1.32 Million - $1.75 Million	-5,923 Reduced 11.57%	45,252 $13 Million
Q3 2020 Nov 13, 2020	SELL	$203.91 - $230.98 $1.06 Million - $1.2 Million	-5,216 Reduced 9.25%	51,175 $11.3 Million
Q2 2020 Aug 13, 2020	BUY	$145.61 - $213.67 $467,262 - $685,667	3,209 Added 6.03%	56,391 $11.7 Million
Q1 2020 May 15, 2020	BUY	$135.58 - $225.25 $358,880 - $596,236	2,647 Added 5.24%	53,182 $8.41 Million
Q4 2019 Feb 14, 2020	BUY	$186.63 - $216.19 $673,734 - $780,445	3,610 Added 7.69%	50,535 $10.8 Million
Q3 2019 Nov 14, 2019	SELL	$189.94 - $205.08 $41,976 - $45,322	-221 Reduced 0.47%	46,925 $9.04 Million
Q2 2019 Aug 13, 2019	SELL	$187.22 - $206.14 $7.32 Million - $8.06 Million	-39,097 Reduced 45.33%	47,146 $9.47 Million
Q1 2019 May 14, 2019	BUY	$164.26 - $202.05 $6.81 Million - $8.38 Million	41,472 Added 92.63%	86,243 $17 Million
Q4 2018 Feb 14, 2019	SELL	$156.33 - $211.73 $8.93 Million - $12.1 Million	-57,124 Reduced 56.06%	44,771 $867,000
Q3 2018 Nov 14, 2018	BUY	$204.76 - $220.33 $874,529 - $941,029	4,271 Added 4.37%	101,895 $21.9 Million
Q2 2018 Aug 14, 2018	BUY	$185.51 - $214.36 $5.27 Million - $6.09 Million	28,407 Added 41.04%	97,624 $19.9 Million
Q1 2018 May 15, 2018	BUY	$179.86 - $200.59 $696,417 - $776,684	3,872 Added 5.93%	69,217 $13.2 Million
Q4 2017 Feb 13, 2018	BUY	$177.13 - $188.2 $518,459 - $550,861	2,927 Added 4.69%	65,345 $12.3 Million
Q3 2017 Nov 14, 2017	BUY	$173.97 - $178.96 $540,350 - $555,849	3,106 Added 5.24%	62,418 $11.2 Million
Q2 2017 Aug 14, 2017	BUY	N/A	59,312	59,312 $10 Million

Others Institutions Holding IWO

# of Institutions

1,058

Shares Held

32.3M

Call Options Held

178K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Industry ETFs

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United Capital Financial Advisers, LLC Ishares Russell 2000 Gwt ETF Transaction History