Vance Wealth, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Vance Wealth, Inc.

$261 Million
Q1 2025

A detailed history of Vance Wealth, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Vance Wealth, Inc. holds 10,488 shares of IWO stock, worth $3.06 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

10,488

Previous 9,460 10.87%

Holding current value

$3.06 Million

Previous $2.72 Million 1.58%

% of portfolio

1.03%

Previous 1.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$254.58 - $302.92 $261,708 - $311,401	1,028 Added 10.87%	10,488 $2.68 Million
Q4 2024 Feb 13, 2025	SELL	$278.19 - $315.36 $91,246 - $103,438	-328 Reduced 3.35%	9,460 $2.72 Million
Q3 2024 Nov 08, 2024	BUY	$256.4 - $289.78 $40,254 - $45,495	157 Added 1.63%	9,788 $2.78 Million
Q2 2024 Aug 02, 2024	BUY	$245.29 - $268.7 $74,322 - $81,416	303 Added 3.25%	9,631 $2.53 Million
Q1 2024 Apr 30, 2024	BUY	$239.5 - $270.8 $958 - $1,083	4 Added 0.04%	9,328 $2.53 Million
Q4 2023 Feb 05, 2024	SELL	$204.07 - $257.57 $385,692 - $486,807	-1,890 Reduced 16.85%	9,324 $2.35 Million
Q3 2023 Nov 03, 2023	BUY	$221.24 - $254.04 $39,159 - $44,965	177 Added 1.6%	11,214 $2.51 Million
Q2 2023 Aug 02, 2023	BUY	$219.8 - $242.66 $191,665 - $211,599	872 Added 8.58%	11,037 $2.68 Million
Q1 2023 May 10, 2023	BUY	$212.51 - $245.01 $174,895 - $201,643	823 Added 8.81%	10,165 $2.31 Million
Q4 2022 Jan 27, 2023	BUY	$205.84 - $231.03 $383,479 - $430,408	1,863 Added 24.91%	9,342 $0
Q3 2022 Oct 31, 2022	BUY	$202.93 - $248.43 $340,313 - $416,617	1,677 Added 28.9%	7,479 $1.55 Million
Q2 2022 Aug 09, 2022	BUY	$194.2 - $261.13 $583,571 - $784,695	3,005 Added 107.44%	5,802 $1.2 Million
Q1 2022 May 13, 2022	BUY	$234.1 - $296.68 $654,777 - $829,813	2,797 New	2,797 $715,000

Others Institutions Holding IWO

# of Institutions

1,097

Shares Held

32.6M

Call Options Held

39.4K

Put Options Held

28K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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