Wealth Plan Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

A detailed history of Wealth Plan Partners, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,003 shares of IWO stock, worth $597,995. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,003
Previous 2,007 0.2%
Holding current value
$597,995
Previous $527 Million 7.96%
% of portfolio
0.08%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
SELL
$256.4 - $289.78 $1,025 - $1,159
-4 Reduced 0.2%
2,003 $569 Million
Q2 2024

Aug 09, 2024
BUY
$245.29 - $268.7 $1,471 - $1,612
6 Added 0.3%
2,007 $527 Million
Q4 2023

Jan 05, 2024
SELL
$204.07 - $257.57 $612 - $772
-3 Reduced 0.15%
2,001 $505 Million
Q3 2023

Nov 01, 2023
BUY
$221.24 - $254.04 $663 - $762
3 Added 0.15%
2,004 $449 Million
Q2 2023

Jul 31, 2023
BUY
$219.8 - $242.66 $107,921 - $119,146
491 Added 32.52%
2,001 $486 Million
Q1 2023

May 10, 2023
SELL
$212.51 - $245.01 $111,992 - $129,120
-527 Reduced 25.87%
1,510 $342 Million
Q4 2022

Feb 16, 2023
BUY
$205.84 - $231.03 $419,296 - $470,608
2,037 New
2,037 $485 Million
Q1 2022

May 03, 2022
SELL
$234.1 - $296.68 $302,925 - $383,903
-1,294 Closed
0 $0
Q4 2021

Feb 01, 2022
BUY
$280.02 - $327.35 $91,286 - $106,716
326 Added 33.68%
1,294 $328,000
Q3 2021

Dec 09, 2021
BUY
$284.4 - $314.06 $2,844 - $3,140
10 Added 1.04%
968 $284,000
Q1 2021

May 11, 2021
BUY
$282.5 - $336.63 $1,130 - $1,346
4 Added 0.42%
958 $286,000
Q4 2020

Feb 09, 2021
BUY
$223.17 - $294.86 $29,904 - $39,511
134 Added 16.34%
954 $306,000
Q3 2020

Dec 18, 2020
BUY
$203.91 - $230.98 $167,206 - $189,403
820 New
820 $203,000

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 Wealth Plan Partners, LLC Portfolio

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

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email