Blue Bell Private Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 456 shares of IWL stock, worth $66,881. This represents 0.01% of its overall portfolio holdings.

Number of Shares

456

Previous 466 2.15%

Holding current value

$66,881

Previous $65,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$138.92 - $149.97 $1,389 - $1,499	-10 Reduced 2.15%	456 $65,000
Q2 2024 Aug 05, 2024	SELL	$120.51 - $134.58 $2,048 - $2,287	-17 Reduced 3.52%	466 $62,000
Q1 2024 Apr 24, 2024	SELL	$113.2 - $127.12 $5,094 - $5,720	-45 Reduced 8.52%	483 $61,000
Q2 2023 Aug 08, 2023	SELL	$96.37 - $106.64 $770 - $853	-8 Reduced 1.49%	528 $56,000
Q1 2023 May 08, 2023	SELL	$89.07 - $98.04 $5,522 - $6,078	-62 Reduced 10.37%	536 $52,000
Q3 2022 Nov 08, 2022	SELL	$84.9 - $102.29 $679 - $818	-8 Reduced 1.32%	598 $51,000
Q2 2021 Aug 05, 2021	SELL	$95.79 - $102.81 $383 - $411	-4 Reduced 0.66%	606 $62,000
Q1 2021 Apr 23, 2021	SELL	$89.14 - $94.85 $267 - $284	-3 Reduced 0.49%	610 $58,000
Q3 2020 Oct 23, 2020	BUY	$74.58 - $87.05 $45,717 - $53,361	613 New	613 $50,000

Others Institutions Holding IWL

# of Institutions

199

Shares Held

8.09M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

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Blue Bell Private Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History