Colonial River Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Colonial River Wealth Management, LLC

$205 Million
Q4 2024

A detailed history of Colonial River Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 10,601 shares of IWY stock, worth $2.52 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

10,601

Holding current value

$2.52 Million

% of portfolio

1.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$216.72 - $244.71 $2.3 Million - $2.59 Million	10,601 New	10,601 $2.49 Million
Q2 2024 Jul 19, 2024	SELL	$183.56 - $216.15 $584,271 - $688,005	-3,183 Reduced 30.33%	7,310 $1.57 Million
Q1 2024 May 10, 2024	SELL	$170.38 - $196.82 $268,689 - $310,385	-1,577 Reduced 13.07%	10,493 $2.05 Million
Q4 2023 Jan 23, 2024	BUY	$149.01 - $175.92 $1.8 Million - $2.12 Million	12,070 New	12,070 $2.11 Million

Others Institutions Holding IWY

# of Institutions

583

Shares Held

53M

Call Options Held

10.4K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

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Colonial River Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History