Wescott Financial Advisory Group, LLC Ishares Russell 2000 Gwt ETF Transaction History

Wescott Financial Advisory Group, LLC

  • $763 Million
  • Q2 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,364 shares of IWO stock, worth $686,907. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,364
Previous 1,691 39.8%
Holding current value
$686,907
Previous $457,000 35.67%
% of portfolio
0.08%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$245.29 - $268.7 $165,080 - $180,835
673 Added 39.8%
2,364 $620,000
Q1 2024

May 13, 2024
BUY
$239.5 - $270.8 $404,994 - $457,922
1,691 New
1,691 $457,000

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
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