Widmann Financial Services, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Widmann Financial Services, Inc.

$129 Million
Q4 2024

A detailed history of Widmann Financial Services, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Widmann Financial Services, Inc. holds 7,520 shares of IWO stock, worth $2 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

7,520

Previous 7,284 3.24%

Holding current value

$2 Million

Previous $2.07 Million 4.64%

% of portfolio

1.68%

Previous 1.57%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$278.19 - $315.36 $65,652 - $74,424	236 Added 3.24%	7,520 $2.16 Million
Q3 2024 Nov 14, 2024	BUY	$256.4 - $289.78 $52,305 - $59,115	204 Added 2.88%	7,284 $2.07 Million
Q2 2024 Aug 14, 2024	SELL	$245.29 - $268.7 $1,471 - $1,612	-6 Reduced 0.08%	7,080 $1.86 Million
Q1 2024 May 14, 2024	SELL	$239.5 - $270.8 $479 - $541	-2 Reduced 0.03%	7,086 $1.92 Million
Q4 2023 Feb 13, 2024	BUY	$204.07 - $257.57 $4,897 - $6,181	24 Added 0.34%	7,088 $1.79 Million
Q3 2023 Nov 06, 2023	BUY	$221.24 - $254.04 $1,991 - $2,286	9 Added 0.13%	7,064 $1.58 Million
Q2 2023 Aug 04, 2023	SELL	$219.8 - $242.66 $12,528 - $13,831	-57 Reduced 0.8%	7,055 $1.71 Million
Q1 2023 May 09, 2023	BUY	$212.51 - $245.01 $69,065 - $79,628	325 Added 4.79%	7,112 $1.61 Million
Q4 2022 Feb 06, 2023	BUY	$205.84 - $231.03 $39,521 - $44,357	192 Added 2.91%	6,787 $1.46 Million
Q3 2022 Nov 14, 2022	BUY	$202.93 - $248.43 $92,333 - $113,035	455 Added 7.41%	6,595 $0
Q2 2022 Aug 01, 2022	BUY	$194.2 - $261.13 $81,758 - $109,935	421 Added 7.36%	6,140 $1.27 Million
Q1 2022 May 04, 2022	BUY	$234.1 - $296.68 $56,652 - $71,796	242 Added 4.42%	5,719 $1.46 Million
Q4 2021 Jan 28, 2022	BUY	$280.02 - $327.35 $1.53 Million - $1.79 Million	5,477 New	5,477 $1.61 Million

Others Institutions Holding IWO

# of Institutions

1,167

Shares Held

35.3M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
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Widmann Financial Services, Inc. Ishares Russell 2000 Gwt ETF Transaction History