Global Wealth Management Investment Advisory, Inc. Ishares Tr Russell 200 Growth Transaction History

Global Wealth Management Investment Advisory, Inc.

  • $490 Million
  • Q1 2025

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 14,534 shares of IWY stock, worth $3.73 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
14,534
Previous 15,330 5.19%
Holding current value
$3.73 Million
Previous $3.61 Million 15.0%
% of portfolio
0.63%
Previous 0.75%

Shares

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

Apr 29, 2025
SELL
$210.19 - $243.33 $167,311 - $193,690
-796 Reduced 5.19%
14,534 $3.07 Million
Q4 2024

Jan 29, 2025
SELL
$216.72 - $244.71 $157,338 - $177,659
-726 Reduced 4.52%
15,330 $3.61 Million
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

# of Institutions
605
Shares Held
52.4M
Call Options Held
7.6K
Put Options Held
7.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
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