Aspire Wealth Management Corp Ishares Tr Russell 200 Growth Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Aspire Wealth Management Corp holds 50,736 shares of IWY stock, worth $11.6 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares

50,736

Previous 50,094 1.28%

Holding current value

$11.6 Million

Previous $10.7 Million 3.89%

% of portfolio

6.4%

Previous 6.49%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$194.66 - $225.97 $124,971 - $145,072	642 Added 1.28%	50,736 $11.2 Million
Q2 2024 Aug 12, 2024	BUY	$183.56 - $216.15 $592,715 - $697,948	3,229 Added 6.89%	50,094 $10.7 Million
Q1 2024 Apr 29, 2024	BUY	$170.38 - $196.82 $367,168 - $424,147	2,155 Added 4.82%	46,865 $9.14 Million
Q4 2023 Jan 22, 2024	BUY	$149.01 - $175.92 $325,437 - $384,209	2,184 Added 5.14%	44,710 $7.83 Million
Q3 2023 Oct 30, 2023	BUY	$152.69 - $164.44 $149,788 - $161,315	981 Added 2.36%	42,526 $6.54 Million
Q2 2023 Jul 27, 2023	BUY	$136.24 - $158.56 $58,310 - $67,863	428 Added 1.04%	41,545 $6.59 Million
Q1 2023 May 04, 2023	BUY	$117.74 - $138.93 $619,312 - $730,771	5,260 Added 14.67%	41,117 $5.71 Million
Q4 2022 Feb 06, 2023	BUY	$117.55 - $131.34 $1.06 Million - $1.19 Million	9,053 Added 33.77%	35,857 $4.32 Million
Q3 2022 Nov 09, 2022	BUY	$119.49 - $146.95 $970,617 - $1.19 Million	8,123 Added 43.48%	26,804 $3.2 Million
Q2 2022 Aug 11, 2022	BUY	$120.18 - $161.96 $1.21 Million - $1.64 Million	10,106 Added 117.85%	18,681 $2.34 Million
Q1 2022 May 03, 2022	BUY	$141.01 - $175.1 $417,107 - $517,945	2,958 Added 52.66%	8,575 $1.36 Million
Q4 2021 Mar 14, 2022	BUY	$150.99 - $175.61 $848,110 - $986,401	5,617 New	5,617 $974,000

Others Institutions Holding IWY

# of Institutions

528

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Aspire Wealth Management Corp Ishares Tr Russell 200 Growth Transaction History