Wealth Enhancement Advisory Services, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wealth Enhancement Advisory Services, LLC

$46.2 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 185,408 shares of IWO stock, worth $54.8 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

185,408

Previous 184,890 0.28%

Holding current value

$54.8 Million

Previous $52.5 Million 1.63%

% of portfolio

0.12%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$278.19 - $315.36 $144,102 - $163,356	518 Added 0.28%	185,408 $53.4 Million
Q3 2024 Oct 23, 2024	BUY	$256.4 - $289.78 $458,955 - $518,706	1,790 Added 0.98%	184,890 $52.5 Million
Q2 2024 Jul 16, 2024	BUY	$245.29 - $268.7 $2.04 Million - $2.24 Million	8,325 Added 4.76%	183,100 $48.1 Million
Q1 2024 Apr 15, 2024	BUY	$239.5 - $270.8 $3.53 Million - $4 Million	14,755 Added 9.22%	174,775 $47.3 Million
Q4 2023 Jan 30, 2024	BUY	$204.07 - $257.57 $360,387 - $454,868	1,766 Added 1.12%	160,020 $40.4 Million
Q3 2023 Nov 13, 2023	BUY	$221.24 - $254.04 $34.7 Million - $39.8 Million	156,696 Added 10057.51%	158,254 $35.5 Million
Q2 2023 Jul 21, 2023	BUY	$219.8 - $242.66 $96,931 - $107,013	441 Added 39.48%	1,558 $378,000
Q1 2023 Apr 25, 2023	SELL	$212.51 - $245.01 $23.6 Million - $27.2 Million	-111,065 Reduced 99.0%	1,117 $253,000
Q4 2022 Feb 01, 2023	SELL	$205.84 - $231.03 $914,752 - $1.03 Million	-4,444 Reduced 3.81%	112,182 $24.1 Million
Q3 2022 Oct 17, 2022	SELL	$202.93 - $248.43 $183,448 - $224,580	-904 Reduced 0.77%	116,626 $24.6 Million
Q2 2022 Jul 18, 2022	BUY	$194.2 - $261.13 $1.01 Million - $1.35 Million	5,180 Added 4.61%	117,530 $25.4 Million
Q1 2022 Apr 18, 2022	BUY	$234.1 - $296.68 $1.97 Million - $2.49 Million	8,397 Added 8.08%	112,350 $29.3 Million
Q4 2021 Feb 08, 2022	BUY	$280.02 - $327.35 $209,174 - $244,530	747 Added 0.72%	103,953 $26.2 Million
Q3 2021 Nov 03, 2021	BUY	$284.4 - $314.06 $333,885 - $368,706	1,174 Added 1.15%	103,206 $31.5 Million
Q2 2021 Aug 10, 2021	BUY	$278.74 - $313.3 $3.77 Million - $4.24 Million	13,541 Added 15.3%	102,032 $29.9 Million
Q1 2021 May 12, 2021	BUY	$282.5 - $336.63 $25 Million - $29.8 Million	88,491 New	88,491 $27.1 Million

Others Institutions Holding IWO

# of Institutions

1,156

Shares Held

35.3M

Call Options Held

255K

Put Options Held

61.1K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

Track This Portfolio

Portfolio Update

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

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Account

Wealth Enhancement Advisory Services, LLC Ishares Russell 2000 Gwt ETF Transaction History