A detailed history of Assetmark, Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Assetmark, Inc holds 19 shares of IWY stock, worth $4,187. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19
Previous 181 89.5%
Holding current value
$4,187
Previous $38,000 89.47%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 01, 2024

SELL
$194.66 - $225.97 $31,534 - $36,607
-162 Reduced 89.5%
19 $4,000
Q2 2024

Aug 13, 2024

BUY
$183.56 - $216.15 $15,235 - $17,940
83 Added 84.69%
181 $38,000
Q1 2024

May 06, 2024

SELL
$170.38 - $196.82 $110,917 - $128,129
-651 Reduced 86.92%
98 $19,000
Q4 2023

Feb 09, 2024

BUY
$149.01 - $175.92 $100,730 - $118,921
676 Added 926.03%
749 $131,000
Q3 2023

Oct 27, 2023

BUY
$152.69 - $164.44 $11,146 - $12,004
73 New
73 $11,000
Q1 2023

May 05, 2023

BUY
$117.74 - $138.93 $14,482 - $17,088
123 New
123 $17,000
Q4 2015

Sep 15, 2017

BUY
N/A
8
8 $0

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


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  • Sector ETFs
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