A detailed history of Ae Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ae Wealth Management LLC holds 654,101 shares of IWY stock, worth $149 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
654,101
Previous 661,320 1.09%
Holding current value
$149 Million
Previous $142 Million 1.46%
% of portfolio
1.48%
Previous 1.57%

Shares

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

Nov 14, 2024

SELL
$194.66 - $225.97 $1.41 Million - $1.63 Million
-7,219 Reduced 1.09%
654,101 $144 Million
Q2 2024

Aug 12, 2024

BUY
$183.56 - $216.15 $12.3 Million - $14.5 Million
67,139 Added 11.3%
661,320 $142 Million
Q1 2024

May 15, 2024

SELL
$170.38 - $196.82 $113 Million - $131 Million
-664,533 Reduced 52.79%
594,181 $116 Million
Q4 2023

Feb 14, 2024

BUY
$149.01 - $175.92 $20 Million - $23.6 Million
134,176 Added 11.93%
1,258,714 $221 Million
Q3 2023

Oct 11, 2023

SELL
$152.69 - $164.44 $4.5 Million - $4.85 Million
-29,478 Reduced 2.55%
1,124,538 $173 Million
Q2 2023

Jul 10, 2023

SELL
$136.24 - $158.56 $10.3 Million - $12 Million
-75,962 Reduced 6.18%
1,154,016 $183 Million
Q1 2023

Apr 14, 2023

BUY
$117.74 - $138.93 $8.95 Million - $10.6 Million
76,015 Added 6.59%
1,229,978 $171 Million
Q4 2022

Jan 31, 2023

SELL
$117.55 - $131.34 $5.35 Million - $5.98 Million
-45,515 Reduced 3.79%
1,153,963 $139 Million
Q3 2022

Oct 25, 2022

SELL
$119.49 - $146.95 $3.51 Million - $4.32 Million
-29,410 Reduced 2.39%
1,199,478 $143 Million
Q2 2022

Aug 03, 2022

SELL
$120.18 - $161.96 $22.7 Million - $30.5 Million
-188,483 Reduced 13.3%
1,228,888 $154 Million
Q1 2022

Apr 18, 2022

SELL
$141.01 - $175.1 $66.1 Million - $82 Million
-468,414 Reduced 24.84%
1,417,371 $225 Million
Q4 2021

Jan 20, 2022

BUY
$150.99 - $175.61 $10.5 Million - $12.2 Million
69,734 Added 3.84%
1,885,785 $327 Million
Q3 2021

Nov 01, 2021

SELL
$151.1 - $163.27 $49.5 Million - $53.5 Million
-327,443 Reduced 15.28%
1,816,051 $277 Million
Q2 2021

Jul 21, 2021

BUY
$136.12 - $150.82 $85.1 Million - $94.3 Million
625,456 Added 41.2%
2,143,494 $323 Million
Q1 2021

Apr 27, 2021

BUY
$127.24 - $139.47 $22.2 Million - $24.4 Million
174,732 Added 13.01%
1,518,038 $204 Million
Q4 2020

Feb 01, 2021

SELL
$116.6 - $133.06 $3.79 Million - $4.33 Million
-32,537 Reduced 2.36%
1,343,306 $179 Million
Q3 2020

Nov 06, 2020

SELL
$108.23 - $131.63 $28.6 Million - $34.7 Million
-263,932 Reduced 16.1%
1,375,843 $167 Million
Q2 2020

Aug 05, 2020

BUY
$80.54 - $107.61 $29 Million - $38.8 Million
360,458 Added 28.18%
1,639,775 $175 Million
Q1 2020

May 07, 2020

SELL
$73.46 - $106.09 $4.07 Million - $5.87 Million
-55,375 Reduced 4.15%
1,279,317 $108 Million
Q4 2019

Jan 15, 2020

BUY
$84.75 - $97.05 $10.9 Million - $12.5 Million
129,144 Added 10.71%
1,334,692 $129 Million
Q3 2019

Nov 05, 2019

BUY
$86.45 - $88.64 $1.63 Million - $1.67 Million
18,818 Added 1.59%
1,205,548 $105 Million
Q2 2019

Jul 22, 2019

BUY
N/A
660,561 Added 125.54%
1,186,730 $102 Million
Q1 2019

May 14, 2019

BUY
N/A
513,511 Added 4056.81%
526,169 $43.3 Million
Q4 2018

Feb 15, 2019

SELL
N/A
-702,500 Reduced 98.23%
12,658 $908,000
Q3 2018

Nov 14, 2018

BUY
N/A
87,571 Added 13.95%
715,158 $61.1 Million
Q2 2018

Aug 15, 2018

BUY
N/A
120,378 Added 23.73%
627,587 $49.2 Million
Q1 2018

May 14, 2018

BUY
N/A
119,166 Added 30.71%
507,209 $37.4 Million
Q4 2017

Feb 06, 2018

BUY
N/A
63,116 Added 19.42%
388,043 $28.4 Million
Q3 2017

Nov 08, 2017

BUY
N/A
92,132 Added 39.58%
324,927 $22 Million
Q2 2017

Aug 14, 2017

BUY
N/A
232,795
232,795 $15 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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