Venturi Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Venturi Wealth Management, LLC

  • $1.77 Billion
  • Q3 2024

A detailed history of Venturi Wealth Management, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 577 shares of IWO stock, worth $178,743. This represents 0.01% of its overall portfolio holdings.

Number of Shares
577
Previous 143 303.5%
Holding current value
$178,743
Previous $37,000 340.54%
% of portfolio
0.01%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$256.4 - $289.78 $111,277 - $125,764
434 Added 303.5%
577 $163,000
Q1 2024

Apr 23, 2024
SELL
$239.5 - $270.8 $68,736 - $77,719
-287 Reduced 66.74%
143 $38,000
Q4 2023

Jan 23, 2024
SELL
$204.07 - $257.57 $8.26 Million - $10.4 Million
-40,472 Reduced 98.95%
430 $108,000
Q3 2023

Nov 02, 2023
BUY
$221.24 - $254.04 $92,257 - $105,934
417 Added 1.03%
40,902 $9.17 Million
Q2 2023

Jul 24, 2023
BUY
$219.8 - $242.66 $8.88 Million - $9.8 Million
40,382 Added 39205.83%
40,485 $9.82 Million
Q1 2023

May 02, 2023
BUY
$212.51 - $245.01 $21,888 - $25,236
103 New
103 $23,000

Others Institutions Holding IWO

# of Institutions
1,055
Shares Held
32.3M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
Track This Portfolio

Track Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email