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

Boyd Wealth Management, LLC

$197 Million
Q3 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 10,909 shares of IWL stock, worth $1.57 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

10,909

Previous 10,937 0.26%

Holding current value

$1.57 Million

Previous $1.47 Million 4.57%

% of portfolio

0.78%

Previous 0.81%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$126.32 - $140.44 $3,536 - $3,932	-28 Reduced 0.26%	10,909 $1.53 Million
Q2 2024 Jul 24, 2024	SELL	$120.51 - $134.58 $7,833 - $8,747	-65 Reduced 0.59%	10,937 $1.47 Million
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	$84.55 - $96.02 $62,313 - $70,766	-737 Reduced 5.9%	11,748 $0
Q3 2022 Oct 17, 2022	SELL	$84.9 - $102.29 $200,279 - $241,302	-2,359 Reduced 15.89%	12,485 $1.06 Million
Q2 2022 Aug 03, 2022	BUY	$86.81 - $109.4 $1.09 Million - $1.37 Million	12,505 Added 534.63%	14,844 $1.33 Million
Q1 2022 Apr 29, 2022	SELL	$99.32 - $114.92 $307,792 - $356,137	-3,099 Reduced 56.99%	2,339 $253,000
Q4 2021 Feb 07, 2022	BUY	$102.63 - $114.76 $558,101 - $624,064	5,438 New	5,438 $620,000

Others Institutions Holding IWL

# of Institutions

164

Shares Held

7.09M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 ETF

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