Iht Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Iht Wealth Management, LLC holds 2,664 shares of IWY stock, worth $582,377. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,664
Previous 2,180 22.2%
Holding current value
$582,377
Previous $381,000 36.22%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 15, 2024
BUY
$170.38 - $196.82 $82,463 - $95,260
484 Added 22.2%
2,664 $519,000
Q4 2023

Feb 14, 2024
BUY
$149.01 - $175.92 $9,089 - $10,731
61 Added 2.88%
2,180 $381,000
Q3 2023

Nov 14, 2023
SELL
$152.69 - $164.44 $26,262 - $28,283
-172 Reduced 7.51%
2,119 $325,000
Q2 2023

Aug 14, 2023
SELL
$136.24 - $158.56 $2,861 - $3,329
-21 Reduced 0.91%
2,291 $363,000
Q1 2023

May 15, 2023
SELL
$117.74 - $138.93 $41,797 - $49,320
-355 Reduced 13.31%
2,312 $321,000
Q4 2022

Feb 14, 2023
BUY
$117.64 - $131.34 $705 - $788
6 Added 0.23%
2,667 $321,000
Q3 2022

Nov 22, 2022
BUY
N/A
31 Added 1.18%
2,661 $318,000
Q2 2022

Aug 15, 2022
BUY
N/A
4 Added 0.15%
2,630 $329,000
Q1 2022

May 16, 2022
SELL
N/A
-297 Reduced 10.16%
2,626 $417,000
Q4 2021

Feb 14, 2022
SELL
N/A
-421 Reduced 12.59%
2,923 $507,000
Q3 2021

Nov 15, 2021
SELL
N/A
-137 Reduced 3.94%
3,344 $511,000
Q2 2021

Aug 16, 2021
SELL
N/A
-370 Reduced 9.61%
3,481 $524,000
Q1 2021

May 18, 2021
BUY
N/A
304 Added 8.57%
3,851 $518,000
Q4 2020

Feb 17, 2021
BUY
N/A
106 Added 3.08%
3,547 $472,000
Q3 2020

Nov 19, 2020
BUY
N/A
298 Added 9.48%
3,441 $418,000
Q2 2020

Aug 14, 2020
SELL
N/A
-167 Reduced 5.05%
3,143 $335,000
Q1 2020

May 13, 2020
BUY
N/A
581 Added 21.29%
3,310 $279,000
Q4 2019

Feb 18, 2020
SELL
N/A
-7,450 Reduced 73.19%
2,729 $264,000
Q3 2019

Nov 15, 2019
BUY
N/A
3,785 Added 59.2%
10,179 $887,000
Q2 2019

Aug 12, 2019
BUY
N/A
3,400 Added 113.56%
6,394 $549,000
Q1 2019

May 16, 2019
BUY
N/A
2,994 New
2,994 $246,000
Q2 2018

Aug 13, 2018
SELL
N/A
-106 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
1 Added 0.95%
106 $8,000
Q4 2017

Feb 14, 2018
BUY
N/A
105
105 $8,000

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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