Wealth Plan Investment Management, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wealth Plan Investment Management, LLC

  • $923 Million
  • Q3 2024

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$221.24 - $254.04 $443,364 - $509,096
2,004 New
2,004 $449,000
Q4 2022

Feb 15, 2023
BUY
$205.84 - $231.03 $47,960 - $53,829
233 Added 12.92%
2,037 $436,000
Q3 2022

Dec 12, 2022
BUY
$202.93 - $248.43 $366,085 - $448,167
1,804 New
1,804 $397,000

Others Institutions Holding IWO

# of Institutions
1,057
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 Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email