Walled Lake Planning & Wealth Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $246 Million
  • Q3 2024

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 10, 2022
SELL
$280.02 - $327.35 $56,284 - $65,797
-201 Closed
0 $0
Q2 2021

Aug 16, 2021
BUY
$278.74 - $313.3 $2,787 - $3,133
10 Added 5.24%
201 $63,000
Q1 2021

May 17, 2021
BUY
$282.5 - $336.63 $1,695 - $2,019
6 Added 3.24%
191 $57,000
Q4 2020

Feb 19, 2021
BUY
$223.17 - $294.86 $5,356 - $7,076
24 Added 14.91%
185 $53,000
Q3 2020

Nov 13, 2020
BUY
$203.91 - $230.98 $7,952 - $9,008
39 Added 31.97%
161 $36,000
Q2 2020

Aug 18, 2020
BUY
$145.61 - $213.67 $17,764 - $26,067
122 New
122 $25,000

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 Walled Lake Planning & Wealth Management, LLC Portfolio

Follow Walled Lake Planning & 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 Walled Lake Planning & Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walled Lake Planning & Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email