Bourgeon Capital Management LLC Ishares Tr Russell 200 Growth Transaction History

Bourgeon Capital Management LLC

  • $521 Million
  • Q4 2024

A detailed history of Bourgeon Capital Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 1,527 shares of IWY stock, worth $360,814. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,527
Previous 1,525 0.13%
Holding current value
$360,814
Previous $335,000 7.16%
% of portfolio
0.07%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$216.72 - $244.71 $433 - $489
2 Added 0.13%
1,527 $359,000
Q3 2024

Oct 16, 2024
BUY
$194.66 - $225.97 $296,856 - $344,604
1,525 New
1,525 $335,000

Others Institutions Holding IWY

# of Institutions
606
Shares Held
57.7M
Call Options Held
3.4K
Put Options Held
2.2K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Bourgeon Capital Management LLC Portfolio

Follow Bourgeon Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bourgeon Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bourgeon Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email