Wealthspire Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wealthspire Advisors, LLC

  • $7.78 Billion
  • Q2 2024

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 38,197 shares of IWO stock, worth $11.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
38,197
Previous 34,854 9.59%
Holding current value
$11.1 Million
Previous $9.44 Million 6.24%
% of portfolio
0.13%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email