9258 Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

9258 Wealth Management, LLC

$664 Million
Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 23,853 shares of IWL stock, worth $3.96 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

23,853

Previous 26,008 8.29%

Holding current value

$3.96 Million

Previous $3.48 Million 3.85%

% of portfolio

0.5%

Previous 0.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$126.32 - $140.44 $272,219 - $302,648	-2,155 Reduced 8.29%	23,853 $3.35 Million
Q2 2024 Aug 02, 2024	SELL	$120.51 - $134.58 $408,769 - $456,495	-3,392 Reduced 11.54%	26,008 $3.48 Million
Q1 2024 May 03, 2024	BUY	$113.2 - $127.12 $76,636 - $86,060	677 Added 2.36%	29,400 $3.74 Million
Q4 2023 Feb 06, 2024	BUY	$99.76 - $115.49 $279,427 - $323,487	2,801 Added 10.81%	28,723 $3.31 Million
Q3 2023 Nov 08, 2023	SELL	$103.05 - $110.14 $51,731 - $55,290	-502 Reduced 1.9%	25,922 $2.68 Million
Q2 2023 Aug 08, 2023	SELL	$96.37 - $106.64 $976,035 - $1.08 Million	-10,128 Reduced 27.71%	26,424 $2.82 Million
Q1 2023 May 03, 2023	SELL	$89.07 - $98.04 $7.27 Million - $8 Million	-81,593 Reduced 69.06%	36,552 $3.56 Million
Q4 2022 Feb 03, 2023	BUY	$84.55 - $96.02 $1.47 Million - $1.67 Million	17,347 Added 17.21%	118,145 $10.6 Million
Q3 2022 Nov 08, 2022	BUY	$84.9 - $102.29 $3.31 Million - $3.99 Million	39,017 Added 63.15%	100,798 $8.56 Million
Q2 2022 Aug 04, 2022	BUY	$86.81 - $109.4 $2.82 Million - $3.55 Million	32,432 Added 110.5%	61,781 $5.55 Million
Q1 2022 May 13, 2022	BUY	$99.32 - $114.92 $2.91 Million - $3.37 Million	29,349 New	29,349 $3.17 Million

Others Institutions Holding IWL

# of Institutions

222

Shares Held

8.33M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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9258 Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History