York Bridge Wealth Partners, LLC Ishares Russell 2000 Gwt ETF Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 15, 2022	SELL	$234.1 - $296.68 $192,664 - $244,167	-823 Closed	0 $0
Q4 2021 Jan 19, 2022	BUY	$280.02 - $327.35 $230,456 - $269,409	823 New	823 $241,000
Q3 2019 Oct 21, 2019	SELL	$189.94 - $205.08 $84,523 - $91,260	-445 Closed	0 $0
Q1 2019 May 09, 2019	SELL	$164.26 - $202.05 $14,783 - $18,184	-90 Reduced 16.82%	445 $88,000
Q4 2018 Feb 14, 2019	SELL	$156.33 - $211.73 $3,908 - $5,293	-25 Reduced 4.46%	535 $90,000
Q3 2018 Nov 14, 2018	SELL	$204.76 - $220.33 $4,095 - $4,406	-20 Reduced 3.45%	560 $119,000
Q4 2017 Feb 12, 2018	SELL	$177.13 - $188.2 $17,713 - $18,820	-100 Reduced 14.71%	580 $106,000
Q3 2017 Oct 27, 2017	SELL	$173.97 - $178.96 $13,047 - $13,422	-75 Reduced 9.93%	680 $122,000
Q2 2017 Aug 14, 2017	BUY	N/A	755	755 $128,000

Others Institutions Holding IWO

# of Institutions

1,057

Shares Held

32.3M

Call Options Held

178K

Put Options Held

176K

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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