Assetmark, Inc Ishares Tr Russell 200 Growth Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Assetmark, Inc holds 618 shares of IWY stock, worth $133,253. This represents 0.0% of its overall portfolio holdings.

Number of Shares

618

Previous 19 3152.63%

Holding current value

$133,253

Previous $4,000 3525.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$216.72 - $244.71 $129,815 - $146,581	599 Added 3152.63%	618 $145,000
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

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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