Visionary Wealth Advisors Ishares Russell 2000 Gwt ETF Transaction History

Visionary Wealth Advisors

$1.62 Billion
Q4 2024

A detailed history of Visionary Wealth Advisors transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Visionary Wealth Advisors holds 7,723 shares of IWO stock, worth $2.05 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,723

Previous 7,825 1.3%

Holding current value

$2.05 Million

Previous $2.22 Million -0.0%

% of portfolio

0.14%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$278.19 - $315.36 $28,375 - $32,166	-102 Reduced 1.3%	7,723 $2.22 Million
Q3 2024 Nov 12, 2024	SELL	$256.4 - $289.78 $16,153 - $18,256	-63 Reduced 0.8%	7,825 $2.22 Million
Q2 2024 Aug 13, 2024	SELL	$245.29 - $268.7 $30,661 - $33,587	-125 Reduced 1.56%	7,888 $2.07 Million
Q1 2024 May 15, 2024	SELL	$239.5 - $270.8 $50,055 - $56,597	-209 Reduced 2.54%	8,013 $2.17 Million
Q4 2023 Feb 14, 2024	SELL	$204.07 - $257.57 $55,711 - $70,316	-273 Reduced 3.21%	8,222 $2.07 Million
Q3 2023 Nov 13, 2023	SELL	$221.24 - $254.04 $17,035 - $19,561	-77 Reduced 0.9%	8,495 $1.9 Million
Q2 2023 Aug 11, 2023	BUY	$219.8 - $242.66 $10,770 - $11,890	49 Added 0.57%	8,572 $2.08 Million
Q1 2023 May 15, 2023	BUY	$212.51 - $245.01 $30,388 - $35,036	143 Added 1.71%	8,523 $1.93 Million
Q4 2022 Feb 13, 2023	BUY	$205.84 - $231.03 $663,216 - $744,378	3,222 Added 62.47%	8,380 $1.8 Million
Q3 2022 Nov 14, 2022	SELL	$202.93 - $248.43 $117,090 - $143,344	-577 Reduced 10.06%	5,158 $1.07 Million
Q2 2022 Aug 12, 2022	SELL	$194.2 - $261.13 $13,788 - $18,540	-71 Reduced 1.22%	5,735 $1.18 Million
Q1 2022 May 12, 2022	BUY	$234.1 - $296.68 $184,236 - $233,487	787 Added 15.68%	5,806 $1.49 Million
Q4 2021 Feb 14, 2022	BUY	$280.02 - $327.35 $224,296 - $262,207	801 Added 18.99%	5,019 $1.47 Million
Q3 2021 Nov 12, 2021	BUY	$284.4 - $314.06 $340,142 - $375,615	1,196 Added 39.58%	4,218 $1.24 Million
Q2 2021 Aug 13, 2021	SELL	$278.74 - $313.3 $51,566 - $57,960	-185 Reduced 5.77%	3,022 $942,000
Q1 2021 May 18, 2021	BUY	$282.5 - $336.63 $25,142 - $29,960	89 Added 2.85%	3,207 $964,000
Q4 2020 Feb 16, 2021	SELL	$223.17 - $294.86 $11,158 - $14,743	-50 Reduced 1.58%	3,118 $894,000
Q3 2020 Nov 16, 2020	BUY	$203.91 - $230.98 $645,986 - $731,744	3,168 New	3,168 $702,000

Others Institutions Holding IWO

# of Institutions

1,164

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

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About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Visionary Wealth Advisors Ishares Russell 2000 Gwt ETF Transaction History