Horst & Graben Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History

Horst & Graben Wealth Management LLC

  • $479 Million
  • Q1 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 89,598 shares of IWY stock, worth $19.2 Million. This represents 3.65% of its overall portfolio holdings.

Number of Shares
89,598
Previous 109,212 17.96%
Holding current value
$19.2 Million
Previous $19.1 Million 8.65%
% of portfolio
3.65%
Previous 4.22%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
SELL
$170.38 - $196.82 $3.34 Million - $3.86 Million
-19,614 Reduced 17.96%
89,598 $17.5 Million
Q4 2023

Jan 29, 2024
BUY
$149.01 - $175.92 $1.18 Million - $1.4 Million
7,952 Added 7.85%
109,212 $19.1 Million
Q3 2023

Oct 24, 2023
BUY
$152.69 - $164.44 $87,185 - $93,895
571 Added 0.57%
101,260 $15.6 Million
Q2 2023

Jul 25, 2023
SELL
$136.24 - $158.56 $450,136 - $523,882
-3,304 Reduced 3.18%
100,689 $16 Million
Q1 2023

Apr 28, 2023
SELL
$117.74 - $138.93 $577,043 - $680,895
-4,901 Reduced 4.5%
103,993 $14.4 Million
Q4 2022

Jan 24, 2023
SELL
$117.64 - $131.34 $415,975 - $464,418
-3,536 Reduced 3.15%
108,894 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-4,433 Reduced 3.79%
112,430 $13.4 Million
Q2 2022

Aug 01, 2022
BUY
N/A
9,746 Added 9.1%
116,863 $14.6 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-13,975 Reduced 11.54%
107,117 $17 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-14,538 Reduced 10.72%
121,092 $21 Million
Q3 2021

Nov 02, 2021
SELL
N/A
-8,264 Reduced 5.74%
135,630 $20.7 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-58,284 Reduced 28.83%
143,894 $21.7 Million
Q1 2021

Apr 20, 2021
SELL
N/A
-35,874 Reduced 15.07%
202,178 $27.2 Million
Q4 2020

Jan 12, 2021
SELL
N/A
-16,900 Reduced 6.63%
238,052 $31.7 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-34,338 Reduced 11.87%
254,952 $30.9 Million
Q2 2020

Jul 29, 2020
SELL
N/A
-13,888 Reduced 4.58%
289,290 $30.8 Million
Q1 2020

Jul 29, 2020
BUY
N/A
303,178 New
303,178 $25.5 Million

Others Institutions Holding IWY

# of Institutions
463
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
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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