Journey Strategic Wealth LLC Ishares Tr Russell 200 Growth Transaction History

Journey Strategic Wealth LLC

  • $2.25 Billion
  • Q1 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 35,881 shares of IWY stock, worth $7.7 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
35,881
Previous 36,154 0.76%
Holding current value
$7.7 Million
Previous $6.33 Million 10.51%
% of portfolio
0.31%
Previous 0.3%

Shares

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

May 13, 2024
SELL
$170.38 - $196.82 $46,513 - $53,731
-273 Reduced 0.76%
35,881 $7 Million
Q4 2023

Feb 09, 2024
SELL
$149.01 - $175.92 $137,983 - $162,901
-926 Reduced 2.5%
36,154 $6.33 Million
Q3 2023

Nov 08, 2023
SELL
$152.69 - $164.44 $83,979 - $90,442
-550 Reduced 1.46%
37,080 $5.7 Million
Q2 2023

Aug 14, 2023
SELL
$136.24 - $158.56 $124,523 - $144,923
-914 Reduced 2.37%
37,630 $5.97 Million
Q1 2023

May 11, 2023
SELL
$117.74 - $138.93 $353,926 - $417,623
-3,006 Reduced 7.23%
38,544 $5.35 Million
Q4 2022

Feb 14, 2023
SELL
$117.64 - $131.34 $1.36 Million - $1.52 Million
-11,571 Reduced 21.78%
41,550 $5.01 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-278 Reduced 0.52%
53,121 $6.35 Million
Q2 2022

Aug 15, 2022
BUY
N/A
53,399 New
53,399 $6.69 Million
Q1 2022

May 16, 2022
SELL
N/A
-33,037 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
N/A
33,037 New
33,037 $5.73 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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