Boyd Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History

Boyd Wealth Management, LLC

$175 Million
Q1 2024

A detailed history of Boyd Wealth Management, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Boyd Wealth Management, LLC holds 11,002 shares of IWL stock, worth $1.49 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

11,002

Previous 10,988 0.13%

Holding current value

$1.49 Million

Previous $1.26 Million 10.6%

% of portfolio

0.8%

Previous 0.79%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$113.2 - $127.12 $1,584 - $1,779	14 Added 0.13%	11,002 $1.4 Million
Q4 2023 Jan 31, 2024	SELL	$99.76 - $115.49 $24,241 - $28,064	-243 Reduced 2.16%	10,988 $1.26 Million
Q3 2023 Oct 25, 2023	SELL	$103.05 - $110.14 $22,567 - $24,120	-219 Reduced 1.91%	11,231 $1.16 Million
Q2 2023 Jul 20, 2023	SELL	$96.37 - $106.64 $30,163 - $33,378	-313 Reduced 2.66%	11,450 $1.22 Million
Q1 2023 Apr 20, 2023	BUY	$89.07 - $98.04 $1,336 - $1,470	15 Added 0.13%	11,763 $1.14 Million

Q4 2022 Jan 20, 2023	SELL	$88.08 - $96.02 $64,914 - $70,766	-737 Reduced 5.9%	11,748 $0
Q3 2022 Oct 17, 2022	SELL	N/A	-2,359 Reduced 15.89%	12,485 $1.06 Million
Q2 2022 Aug 03, 2022	BUY	N/A	12,505 Added 534.63%	14,844 $1.33 Million
Q1 2022 Apr 29, 2022	SELL	N/A	-3,099 Reduced 56.99%	2,339 $253,000
Q4 2021 Feb 07, 2022	BUY	N/A	5,438 New	5,438 $620,000

Others Institutions Holding IWL

# of Institutions

150

Shares Held

6.52M

Call Options Held

3.5K

Put Options Held

View Full List

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
Sector ETFs
Industry ETFs

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Boyd Wealth Management, LLC Ishares Tr Russell 200 ETF Transaction History