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

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 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 2,710 shares of IWO stock, worth $816,279. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,710
Previous 2,364 14.64%
Holding current value
$816,279
Previous $620,000 24.03%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Nov 12, 2024
BUY
$256.4 - $289.78 $88,714 - $100,263
346 Added 14.64%
2,710 $769,000
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
1,097
Shares Held
33.2M
Call Options Held
179K
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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