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

Colonial River Wealth Management, LLC

  • $186 Million
  • Q2 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 7,310 shares of IWY stock, worth $1.59 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
7,310
Previous 10,493 30.33%
Holding current value
$1.59 Million
Previous $2.05 Million 23.4%
% of portfolio
0.85%
Previous 1.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
512
Shares Held
53.5M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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