A detailed history of Kore Private Wealth LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kore Private Wealth LLC holds 7,879 shares of IWY stock, worth $1.74 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,879
Previous 7,878 0.01%
Holding current value
$1.74 Million
Previous $987,000 4.66%
% of portfolio
0.17%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
N/A
1 Added 0.01%
7,879 $941,000
Q2 2022

Aug 15, 2022

BUY
N/A
2,876 Added 57.5%
7,878 $987,000
Q1 2022

May 13, 2022

SELL
N/A
-54 Reduced 1.07%
5,002 $795,000
Q4 2021

Feb 11, 2022

BUY
N/A
76 Added 1.53%
5,056 $876,000
Q2 2021

Aug 13, 2021

BUY
N/A
326 Added 7.0%
4,980 $750,000
Q1 2021

May 18, 2021

SELL
N/A
-4,760 Reduced 50.56%
4,654 $626,000
Q4 2020

Feb 16, 2021

BUY
N/A
1,420 Added 17.76%
9,414 $1.25 Million
Q3 2020

Nov 13, 2020

BUY
N/A
1,210 Added 17.84%
7,994 $970,000
Q2 2020

Aug 14, 2020

BUY
N/A
2,231 Added 49.0%
6,784 $723,000
Q1 2020

May 15, 2020

BUY
N/A
4,553 New
4,553 $383,000

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Kore Private Wealth LLC Portfolio

Follow Kore Private Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kore Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kore Private Wealth LLC with notifications on news.