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

9258 Wealth Management, LLC

  • $641 Million
  • Q2 2024

A detailed history of 9258 Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 105,789 shares of IWY stock, worth $24.1 Million. This represents 3.54% of its overall portfolio holdings.

Number of Shares
105,789
Previous 110,814 4.53%
Holding current value
$24.1 Million
Previous $21.6 Million 4.97%
% of portfolio
3.54%
Previous 3.41%

Shares

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

Aug 02, 2024
SELL
$183.56 - $216.15 $922,389 - $1.09 Million
-5,025 Reduced 4.53%
105,789 $22.7 Million
Q1 2024

May 03, 2024
BUY
$170.38 - $196.82 $381,140 - $440,286
2,237 Added 2.06%
110,814 $21.6 Million
Q4 2023

Feb 06, 2024
BUY
$149.01 - $175.92 $1.8 Million - $2.13 Million
12,090 Added 12.53%
108,577 $19 Million
Q3 2023

Nov 08, 2023
BUY
$152.69 - $164.44 $1.93 Million - $2.08 Million
12,652 Added 15.09%
96,487 $14.8 Million
Q2 2023

Aug 08, 2023
BUY
$136.24 - $158.56 $5.47 Million - $6.37 Million
40,159 Added 91.95%
83,835 $13.3 Million
Q1 2023

May 03, 2023
BUY
$117.74 - $138.93 $281,634 - $332,320
2,392 Added 5.79%
43,676 $6.07 Million
Q4 2022

Feb 03, 2023
BUY
$117.55 - $131.34 $912,775 - $1.02 Million
7,765 Added 23.17%
41,284 $4.98 Million
Q3 2022

Nov 08, 2022
BUY
$119.49 - $146.95 $1.97 Million - $2.42 Million
16,483 Added 96.75%
33,519 $4.01 Million
Q2 2022

Aug 04, 2022
BUY
$120.18 - $161.96 $1.75 Million - $2.36 Million
14,588 Added 595.92%
17,036 $2.13 Million
Q1 2022

May 13, 2022
BUY
$141.01 - $175.1 $345,192 - $428,644
2,448 New
2,448 $389,000

Others Institutions Holding IWY

# of Institutions
514
Shares Held
50.3M
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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