A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Family Wealth Group, LLC holds 18,732 shares of IWY stock, worth $4.11 Million. This represents 4.35% of its overall portfolio holdings.

Number of Shares
18,732
Previous 19,585 4.36%
Holding current value
$4.11 Million
Previous $3.82 Million 5.16%
% of portfolio
4.35%
Previous 4.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$183.56 - $216.15 $156,576 - $184,375
-853 Reduced 4.36%
18,732 $4.02 Million
Q1 2024

Aug 14, 2024

SELL
$170.38 - $196.82 $256,762 - $296,607
-1,507 Reduced 7.14%
19,585 $3.82 Million
Q4 2023

Feb 14, 2024

BUY
$149.01 - $175.92 $3.14 Million - $3.71 Million
21,092 New
21,092 $3.7 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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