Wr Wealth Planners, LLC Ishares Tr Russell 200 Growth Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 72 shares of IWY stock, worth $16,727. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 71 1.41%

Holding current value

$16,727

Previous $15,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$194.66 - $225.97 $194 - $225	1 Added 1.41%	72 $15,000
Q2 2024 Jul 31, 2024	BUY	$183.56 - $216.15 $367 - $432	2 Added 2.9%	71 $15,000
Q1 2024 Jul 31, 2024	BUY	$170.38 - $196.82 $11,756 - $13,580	69 New	69 $13,000
Q3 2023 Aug 01, 2024	BUY	$152.69 - $164.44 $4,122 - $4,439	27 Added 75.0%	63 $9.69 Million
Q2 2023 Aug 01, 2024	SELL	$136.24 - $158.56 $4,768 - $5,549	-35 Reduced 49.3%	36 $5.71 Million
Q1 2023 Aug 01, 2024	SELL	$117.74 - $138.93 $4,356 - $5,140	-37 Reduced 52.11%	34 $4.72 Million
Q4 2022 Oct 10, 2024	BUY	$117.55 - $131.34 $352 - $394	3 Added 10.34%	32 $3.86 Million
Q3 2022 Oct 10, 2024	SELL	$119.49 - $146.95 $5,018 - $6,171	-42 Reduced 59.15%	29 $3.47 Million
Q2 2022 Oct 17, 2024	BUY	$120.18 - $161.96 $240 - $323	2 Added 8.0%	27 $3.38 Million
Q1 2022 Oct 17, 2024	SELL	$141.01 - $175.1 $6,627 - $8,229	-47 Reduced 65.28%	25 $3.97 Million

Others Institutions Holding IWY

# of Institutions

515

Shares Held

50.4M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Wr Wealth Planners, LLC Ishares Tr Russell 200 Growth Transaction History