Windward Private Wealth Management Inc. Ishares Russell 2000 Gwt ETF Transaction History

Windward Private Wealth Management Inc.

  • $256 Million
  • Q4 2024

A detailed history of Windward Private Wealth Management Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 697 shares of IWO stock, worth $206,709. This represents 0.08% of its overall portfolio holdings.

Number of Shares
697
Previous 710 1.83%
Holding current value
$206,709
Previous $201,000 0.5%
% of portfolio
0.08%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
$278.19 - $315.36 $3,616 - $4,099
-13 Reduced 1.83%
697 $200,000
Q3 2024

Oct 31, 2024
BUY
$256.4 - $289.78 $182,043 - $205,743
710 New
710 $201,000
Q1 2023

Apr 24, 2023
SELL
$212.51 - $245.01 $33,576 - $38,711
-158 Reduced 14.44%
936 $212,000
Q4 2022

Jan 25, 2023
SELL
$205.84 - $231.03 $2,470 - $2,772
-12 Reduced 1.08%
1,094 $0
Q2 2022

Jul 19, 2022
BUY
$194.2 - $261.13 $60,396 - $81,211
311 Added 39.12%
1,106 $228,000
Q1 2022

May 10, 2022
SELL
$234.1 - $296.68 $66,952 - $84,850
-286 Reduced 26.46%
795 $203,000
Q4 2021

Feb 08, 2022
BUY
$280.02 - $327.35 $31,082 - $36,335
111 Added 11.44%
1,081 $317,000
Q1 2021

May 06, 2021
SELL
$282.5 - $336.63 $46,612 - $55,543
-165 Reduced 14.54%
970 $292,000
Q4 2020

Jan 26, 2021
BUY
$223.17 - $294.86 $253,297 - $334,666
1,135 New
1,135 $325,000

Others Institutions Holding IWO

# of Institutions
1,086
Shares Held
33.3M
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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