National Wealth Management Group, LLC Ishares Tr Russell 200 Growth Transaction History

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,064 shares of IWY stock, worth $675,274. This represents 0.5% of its overall portfolio holdings.

Number of Shares
3,064
Previous 2,109 45.28%
Holding current value
$675,274
Previous $412 Million 59.7%
% of portfolio
0.5%
Previous 0.32%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$183.56 - $216.15 $175,299 - $206,423
955 Added 45.28%
3,064 $657 Million
Q1 2024

May 17, 2024
BUY
$170.38 - $196.82 $72,581 - $83,845
426 Added 25.31%
2,109 $412 Million
Q4 2023

Feb 01, 2024
SELL
$149.01 - $175.92 $1,639 - $1,935
-11 Reduced 0.65%
1,683 $295 Million
Q3 2023

Nov 13, 2023
SELL
$152.69 - $164.44 $12,673 - $13,648
-83 Reduced 4.67%
1,694 $261 Million
Q2 2023

Aug 09, 2023
SELL
$136.24 - $158.56 $14,305 - $16,648
-105 Reduced 5.58%
1,777 $281 Million
Q1 2023

May 15, 2023
BUY
$117.74 - $138.93 $221,586 - $261,466
1,882 New
1,882 $268 Million
Q4 2022

Nov 17, 2023
SELL
$117.55 - $131.34 $59,245 - $66,195
-504 Reduced 20.34%
1,974 $238 Million
Q3 2022

Nov 17, 2023
BUY
$119.49 - $146.95 $93,680 - $115,208
784 Added 46.28%
2,478 $296 Million
Q2 2022

Nov 17, 2023
SELL
$120.18 - $161.96 $69,944 - $94,260
-582 Reduced 17.76%
2,695 $338 Million
Q1 2022

Nov 17, 2023
SELL
$141.01 - $175.1 $725,919 - $901,414
-5,148 Reduced 61.1%
3,277 $521 Million
Q4 2021

Nov 17, 2023
BUY
$150.99 - $175.61 $1.02 Million - $1.18 Million
6,731 Added 397.34%
8,425 $1.46 Billion

Others Institutions Holding IWY

# of Institutions
514
Shares Held
52.7M
Call Options Held
6K
Put Options Held
700
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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