Cahaba Wealth Management, Inc. Ishares Tr Russell 200 Growth Transaction History

Cahaba Wealth Management, Inc.

$1.21 Billion
Q3 2024

A detailed history of Cahaba Wealth Management, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Cahaba Wealth Management, Inc. holds 3,492 shares of IWY stock, worth $795,687. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,492

Previous 5,954 41.35%

Holding current value

$795,687

Previous $1.28 Million 39.86%

% of portfolio

0.06%

Previous 0.11%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	SELL	$194.66 - $225.97 $479,252 - $556,338	-2,462 Reduced 41.35%	3,492 $768,000
Q2 2023 Jul 26, 2023	SELL	$136.24 - $158.56 $19,346 - $22,515	-142 Reduced 2.33%	5,954 $944,000
Q1 2023 May 04, 2023	BUY	$117.74 - $138.93 $1,295 - $1,528	11 Added 0.18%	6,096 $846,000
Q4 2022 Jan 30, 2023	BUY	$117.55 - $131.34 $19,160 - $21,408	163 Added 2.75%	6,085 $733,000
Q3 2022 Oct 18, 2022	BUY	$119.49 - $146.95 $1,672 - $2,057	14 Added 0.24%	5,922 $707,000
Q2 2022 Jul 19, 2022	BUY	$120.18 - $161.96 $961 - $1,295	8 Added 0.14%	5,908 $739,000
Q1 2022 May 05, 2022	BUY	$141.01 - $175.1 $987 - $1,225	7 Added 0.12%	5,900 $820,000
Q4 2021 Feb 01, 2022	BUY	$150.99 - $175.61 $1,207 - $1,404	8 Added 0.14%	5,893 $1.02 Million
Q3 2021 Oct 15, 2021	BUY	$151.1 - $163.27 $1,359 - $1,469	9 Added 0.15%	5,885 $898,000
Q2 2021 Aug 13, 2021	BUY	$136.12 - $150.82 $816 - $904	6 Added 0.1%	5,876 $918,000
Q1 2021 May 06, 2021	BUY	$127.24 - $139.47 $1,017 - $1,115	8 Added 0.14%	5,870 $789,000
Q4 2020 Feb 10, 2021	SELL	$116.6 - $133.06 $103,074 - $117,625	-884 Reduced 13.1%	5,862 $797,000
Q3 2020 Oct 27, 2020	SELL	$108.23 - $131.63 $29,763 - $36,198	-275 Reduced 3.92%	6,746 $818,000
Q2 2020 Aug 03, 2020	BUY	$80.54 - $107.61 $724 - $968	9 Added 0.13%	7,021 $789,000
Q1 2020 Apr 30, 2020	SELL	$73.46 - $106.09 $37,170 - $53,681	-506 Reduced 6.73%	7,012 $590,000
Q4 2019 Feb 10, 2020	SELL	$84.75 - $97.05 $39,408 - $45,128	-465 Reduced 5.82%	7,518 $726,000
Q3 2019 Oct 23, 2019	SELL	$86.45 - $88.64 $3,458 - $3,545	-40 Reduced 0.5%	7,983 $695,000
Q2 2019 Jul 31, 2019	SELL	N/A	-234 Reduced 2.83%	8,023 $688,000
Q1 2019 Apr 08, 2019	SELL	N/A	-636 Reduced 7.15%	8,257 $679,000
Q4 2018 Jan 14, 2019	SELL	N/A	-190 Reduced 2.09%	8,893 $638,000
Q3 2018 Oct 04, 2018	SELL	N/A	-500 Reduced 5.22%	9,083 $779,000
Q2 2018 Jul 26, 2018	SELL	N/A	-2,497 Reduced 20.67%	9,583 $779,000
Q1 2018 Apr 05, 2018	SELL	N/A	-501 Reduced 3.98%	12,080 $868,000
Q4 2017 Jan 24, 2018	SELL	N/A	-1,787 Reduced 12.44%	12,581 $920,000
Q3 2017 Oct 12, 2017	BUY	N/A	14,368	14,368 $974,000

Others Institutions Holding IWY

# of Institutions

514

Shares Held

50.3M

Call Options Held

Put Options Held

700

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Cahaba Wealth Management, Inc. Ishares Tr Russell 200 Growth Transaction History