Wealth Architects, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wealth Architects, LLC

  • $793 Million
  • Q2 2024

A detailed history of Wealth Architects, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Wealth Architects, LLC holds 866 shares of IWO stock, worth $251,633. This represents 0.03% of its overall portfolio holdings.

Number of Shares
866
Previous 866 -0.0%
Holding current value
$251,633
Previous $234,000 2.99%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$239.5 - $270.8 $207,407 - $234,512
866 New
866 $234,000
Q1 2022

May 17, 2022
SELL
$234.1 - $296.68 $169,956 - $215,389
-726 Closed
0 $0
Q1 2021

Apr 29, 2021
SELL
$282.5 - $336.63 $24,012 - $28,613
-85 Reduced 10.48%
726 $218,000
Q4 2020

Jan 28, 2021
SELL
$223.17 - $294.86 $35,930 - $47,472
-161 Reduced 16.56%
811 $233,000
Q2 2020

Aug 14, 2020
BUY
$145.61 - $213.67 $141,532 - $207,687
972 New
972 $201,000
Q1 2020

Apr 23, 2020
SELL
$135.58 - $225.25 $143,308 - $238,089
-1,057 Closed
0 $0
Q4 2019

Jan 28, 2020
BUY
$186.63 - $216.19 $197,267 - $228,512
1,057 New
1,057 $227,000
Q3 2019

Oct 23, 2019
SELL
$189.94 - $205.08 $192,219 - $207,540
-1,012 Closed
0 $0
Q2 2019

Jul 12, 2019
SELL
$187.22 - $206.14 $12,356 - $13,605
-66 Reduced 6.12%
1,012 $203,000
Q1 2019

May 01, 2019
BUY
$164.26 - $202.05 $177,072 - $217,809
1,078 New
1,078 $212,000
Q4 2018

Jan 17, 2019
SELL
$156.33 - $211.73 $168,523 - $228,244
-1,078 Closed
0 $0
Q3 2018

Oct 04, 2018
SELL
$204.76 - $220.33 $47,094 - $50,675
-230 Reduced 17.58%
1,078 $232,000
Q1 2018

Apr 13, 2018
SELL
$179.86 - $200.59 $26,799 - $29,887
-149 Reduced 10.23%
1,308 $249,000
Q4 2017

Jan 31, 2018
BUY
$177.13 - $188.2 $258,078 - $274,207
1,457
1,457 $272,000

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
Track This Portfolio

Track Wealth Architects, LLC Portfolio

Follow Wealth Architects, 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 Wealth Architects, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Architects, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email