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

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q2 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 5,934 shares of IWO stock, worth $1.72 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,934
Previous 7,167 17.2%
Holding current value
$1.72 Million
Previous $1.94 Million 19.74%
% of portfolio
0.01%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
990
Shares Held
33.3M
Call Options Held
84K
Put Options Held
36K
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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