A detailed history of Global Wealth Management Investment Advisory, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Global Wealth Management Investment Advisory, Inc. holds 16,056 shares of IWY stock, worth $3.54 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
16,056
Previous 16,312 1.57%
Holding current value
$3.54 Million
Previous $3.5 Million 0.97%
% of portfolio
0.77%
Previous 0.82%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$194.66 - $225.97 $49,832 - $57,848
-256 Reduced 1.57%
16,056 $3.53 Million
Q2 2024

Aug 05, 2024

SELL
$183.56 - $216.15 $219,170 - $258,083
-1,194 Reduced 6.82%
16,312 $3.5 Million
Q1 2024

May 10, 2024

SELL
$170.38 - $196.82 $324,233 - $374,548
-1,903 Reduced 9.8%
17,506 $3.42 Million
Q4 2023

Feb 05, 2024

SELL
$149.01 - $175.92 $434,513 - $512,982
-2,916 Reduced 13.06%
19,409 $3.4 Million
Q3 2023

Nov 06, 2023

SELL
$152.69 - $164.44 $169,485 - $182,528
-1,110 Reduced 4.74%
22,325 $3.43 Million
Q2 2023

Aug 10, 2023

SELL
$136.24 - $158.56 $146,185 - $170,134
-1,073 Reduced 4.38%
23,435 $3.72 Million
Q1 2023

May 08, 2023

SELL
$117.74 - $138.93 $350,865 - $414,011
-2,980 Reduced 10.84%
24,508 $3.4 Million
Q4 2022

Feb 07, 2023

SELL
$117.55 - $131.34 $583,988 - $652,497
-4,968 Reduced 15.31%
27,488 $3.31 Million
Q3 2022

Nov 09, 2022

BUY
$119.49 - $146.95 $614,178 - $755,322
5,140 Added 18.82%
32,456 $3.88 Million
Q3 2022

Oct 19, 2022

SELL
$119.49 - $146.95 $880,880 - $1.08 Million
-7,372 Reduced 21.25%
27,316 $3.26 Million
Q2 2022

Aug 15, 2022

SELL
$120.18 - $161.96 $2.29 Million - $3.09 Million
-19,093 Reduced 35.5%
34,688 $4.34 Million
Q1 2022

May 17, 2022

SELL
$141.01 - $175.1 $746,083 - $926,454
-5,291 Reduced 8.96%
53,781 $8.54 Million
Q4 2021

Feb 15, 2022

SELL
$150.99 - $175.61 $956,521 - $1.11 Million
-6,335 Reduced 9.69%
59,072 $10.2 Million
Q3 2021

Nov 16, 2021

SELL
$151.1 - $163.27 $1.01 Million - $1.09 Million
-6,700 Reduced 9.29%
65,407 $9.99 Million
Q2 2021

Aug 11, 2021

SELL
$136.12 - $150.82 $918,129 - $1.02 Million
-6,745 Reduced 8.55%
72,107 $10.9 Million
Q1 2021

May 17, 2021

SELL
$127.24 - $139.47 $393,935 - $431,799
-3,096 Reduced 3.78%
78,852 $10.6 Million
Q4 2020

Feb 16, 2021

SELL
$116.6 - $133.06 $1.18 Million - $1.34 Million
-10,091 Reduced 10.96%
81,948 $10.9 Million
Q3 2020

Nov 16, 2020

SELL
$108.23 - $131.63 $655,116 - $796,756
-6,053 Reduced 6.17%
92,039 $11.2 Million
Q2 2020

Aug 12, 2020

BUY
$80.54 - $107.61 $284,547 - $380,186
3,533 Added 3.74%
98,092 $10.5 Million
Q1 2020

May 14, 2020

SELL
$73.46 - $106.09 $240,581 - $347,444
-3,275 Reduced 3.35%
94,559 $7.96 Million
Q4 2019

Feb 14, 2020

BUY
$84.75 - $97.05 $98,733 - $113,063
1,165 Added 1.21%
97,834 $9.45 Million
Q3 2019

Nov 14, 2019

BUY
$86.45 - $88.64 $159,586 - $163,629
1,846 Added 1.95%
96,669 $8.42 Million
Q2 2019

Aug 20, 2019

BUY
N/A
5,349 Added 5.98%
94,823 $8.14 Million
Q1 2019

May 10, 2019

BUY
N/A
9,438 Added 11.79%
89,474 $7.36 Million
Q4 2018

Feb 14, 2019

BUY
N/A
80,036 New
80,036 $5.74 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


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