Family Wealth Group, LLC Ishares Tr Russell 200 Growth Transaction History

Family Wealth Group, LLC

  • $92.9 Million
  • Q3 2024

A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Family Wealth Group, LLC holds 18,386 shares of IWY stock, worth $4.36 Million. This represents 4.36% of its overall portfolio holdings.

Number of Shares
18,386
Previous 18,732 1.85%
Holding current value
$4.36 Million
Previous $4.02 Million 0.67%
% of portfolio
4.36%
Previous 4.35%

Shares

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

Nov 14, 2024
SELL
$194.66 - $225.97 $67,352 - $78,185
-346 Reduced 1.85%
18,386 $4.05 Million
Q2 2024

Aug 14, 2024
SELL
$183.56 - $216.15 $156,576 - $184,375
-853 Reduced 4.36%
18,732 $4.02 Million
Q1 2024

Aug 14, 2024
SELL
$170.38 - $196.82 $256,762 - $296,607
-1,507 Reduced 7.14%
19,585 $3.82 Million
Q4 2023

Feb 14, 2024
BUY
$149.01 - $175.92 $3.14 Million - $3.71 Million
21,092 New
21,092 $3.7 Million

Others Institutions Holding IWY

# of Institutions
575
Shares Held
52.7M
Call Options Held
10.4K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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