Wealthspire Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wealthspire Advisors, LLC

$18.8 Billion
Q3 2025

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 48,336 shares of IWO stock, worth $15.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

48,336

Previous 48,040 0.62%

Holding current value

$15.1 Million

Previous $13.7 Million 12.65%

% of portfolio

0.08%

Previous 0.08%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$284.45 - $324.95 $84,197 - $96,185	296 Added 0.62%	48,336 $15.5 Million
Q2 2025 Aug 11, 2025	SELL	$224.16 - $285.86 $268,767 - $342,746	-1,199 Reduced 2.44%	48,040 $13.7 Million
Q1 2025 May 09, 2025	BUY	$254.58 - $302.92 $1.3 Million - $1.55 Million	5,114 Added 11.59%	49,239 $12.6 Million
Q4 2024 Feb 03, 2025	BUY	$278.19 - $315.36 $525,222 - $595,399	1,888 Added 4.47%	44,125 $12.7 Million
Q3 2024 Nov 13, 2024	BUY	$256.4 - $289.78 $1.04 Million - $1.17 Million	4,040 Added 10.58%	42,237 $12 Million

Q2 2024 Aug 08, 2024	BUY	$245.29 - $268.7 $820,004 - $898,264	3,343 Added 9.59%	38,197 $10 Million
Q1 2024 May 06, 2024	BUY	$239.5 - $270.8 $551,089 - $623,110	2,301 Added 7.07%	34,854 $9.44 Million
Q4 2023 Feb 06, 2024	SELL	$204.07 - $257.57 $153,460 - $193,692	-752 Reduced 2.26%	32,553 $8.21 Million
Q3 2023 Nov 06, 2023	BUY	$221.24 - $254.04 $6.2 Million - $7.11 Million	28,005 Added 528.4%	33,305 $7.47 Million
Q2 2023 Jul 31, 2023	BUY	$219.8 - $242.66 $219 - $242	1 Added 0.02%	5,300 $1.29 Million
Q1 2023 May 09, 2023	BUY	$212.51 - $245.01 $66,940 - $77,178	315 Added 6.32%	5,299 $1.2 Million
Q4 2022 Feb 13, 2023	SELL	$205.84 - $231.03 $10,497 - $11,782	-51 Reduced 1.01%	4,984 $1.07 Million
Q3 2022 Nov 14, 2022	BUY	$202.93 - $248.43 $750,029 - $918,197	3,696 Added 276.03%	5,035 $1.04 Million
Q2 2022 Aug 09, 2022	BUY	$194.2 - $261.13 $194 - $261	1 Added 0.07%	1,339 $276,000
Q1 2022 May 09, 2022	SELL	$234.1 - $296.68 $433,319 - $549,154	-1,851 Reduced 58.04%	1,338 $342,000
Q4 2021 Feb 14, 2022	BUY	$280.02 - $327.35 $280 - $327	1 Added 0.03%	3,189 $935,000
Q3 2021 Nov 15, 2021	BUY	$284.4 - $314.06 $71,384 - $78,829	251 Added 8.55%	3,188 $936,000
Q2 2021 Aug 13, 2021	BUY	$278.74 - $313.3 $481,941 - $541,695	1,729 Added 143.13%	2,937 $915,000
Q1 2021 May 17, 2021	BUY	$282.5 - $336.63 $71,190 - $84,830	252 Added 26.36%	1,208 $363,000
Q4 2020 Feb 16, 2021	BUY	$223.17 - $294.86 $213,350 - $281,886	956 New	956 $274,000
Q2 2020 Aug 14, 2020	SELL	$145.61 - $213.67 $802,311 - $1.18 Million	-5,510 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$135.58 - $225.25 $747,045 - $1.24 Million	5,510 New	5,510 $872,000
Q1 2019 May 08, 2019	SELL	$164.26 - $202.05 $16,261 - $20,002	-99 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$156.33 - $211.73 $15,476 - $20,961	99 New	99 $17,000

Others Institutions Holding IWO

# of Institutions

1,151

Shares Held

32.7M

Call Options Held

53.3K

Put Options Held

25.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Wealthspire Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History