Mbl Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

Mbl Wealth, LLC

  • $866 Million
  • Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Mbl Wealth, LLC holds 5,110 shares of IWY stock, worth $1.21 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,110
Previous 5,000 2.2%
Holding current value
$1.21 Million
Previous $1.07 Million 4.85%
% of portfolio
0.13%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Jan 08, 2025
BUY
$194.66 - $225.97 $21,412 - $24,856
110 Added 2.2%
5,110 $1.12 Million
Q1 2024

Apr 22, 2024
SELL
$170.38 - $196.82 $51,114 - $59,046
-300 Reduced 5.66%
5,000 $975,000
Q4 2023

Jan 18, 2024
SELL
$149.01 - $175.92 $9,238 - $10,907
-62 Reduced 1.16%
5,300 $928,000
Q3 2023

Oct 11, 2023
BUY
$152.69 - $164.44 $9,466 - $10,195
62 Added 1.17%
5,362 $824,000
Q2 2023

Jul 17, 2023
BUY
$136.24 - $158.56 $722,072 - $840,368
5,300 New
5,300 $840,000

Others Institutions Holding IWY

# of Institutions
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
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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