Epg Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History

Epg Wealth Management LLC

  • $359 Billion
  • Q1 2025

A detailed history of Epg Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Epg Wealth Management LLC holds 626 shares of IWY stock, worth $145,156. This represents 0.04% of its overall portfolio holdings.

Number of Shares
626
Previous 625 0.16%
Holding current value
$145,156
Previous $147 Million 10.24%
% of portfolio
0.04%
Previous 0.04%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$210.19 - $243.33 $210 - $243
1 Added 0.16%
626 $132 Million
Q4 2024

Feb 14, 2025
SELL
$216.72 - $244.71 $8,452 - $9,543
-39 Reduced 5.87%
625 $147 Million
Q3 2024

Nov 13, 2024
BUY
$194.66 - $225.97 $129,254 - $150,044
664 New
664 $146 Million
Q2 2024

Aug 13, 2024
SELL
$183.56 - $216.15 $143,911 - $169,461
-784 Closed
0 $0
Q4 2023

Feb 14, 2024
BUY
$149.01 - $175.92 $3,576 - $4,222
24 Added 3.16%
784 $137,000
Q2 2023

Aug 15, 2023
BUY
$136.24 - $158.56 $136 - $158
1 Added 0.13%
760 $120,000
Q1 2023

May 15, 2023
BUY
$117.74 - $138.93 $89,364 - $105,447
759 New
759 $105,000
Q2 2022

Aug 15, 2022
SELL
$120.18 - $161.96 $102,513 - $138,151
-853 Closed
0 $0
Q1 2022

May 10, 2022
SELL
$141.01 - $175.1 $98,565 - $122,394
-699 Reduced 45.04%
853 $135,000
Q4 2021

Feb 14, 2022
BUY
$150.99 - $175.61 $30,348 - $35,297
201 Added 14.88%
1,552 $269,000
Q3 2021

Nov 15, 2021
BUY
$151.1 - $163.27 $151 - $163
1 Added 0.07%
1,351 $206,000
Q2 2021

Aug 09, 2021
BUY
$136.12 - $150.82 $183,762 - $203,607
1,350 New
1,350 $203,000
Q3 2020

Nov 02, 2020
SELL
$108.23 - $131.63 $295,359 - $359,218
-2,729 Closed
0 $0
Q2 2020

Aug 06, 2020
BUY
$80.54 - $107.61 $322 - $430
4 Added 0.15%
2,729 $291,000
Q1 2020

May 05, 2020
BUY
$73.46 - $106.09 $200,178 - $289,095
2,725 New
2,725 $229,000

Others Institutions Holding IWY

# of Institutions
595
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
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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