Wealthspire Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 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 42,237 shares of IWO stock, worth $13.1 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
42,237
Previous 38,197 10.58%
Holding current value
$13.1 Million
Previous $10 Million 19.63%
% of portfolio
0.12%
Previous 0.13%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,055
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
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