A detailed history of National Wealth Management Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,478 shares of IWY stock, worth $566,297. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,478
Previous 3,064 19.13%
Holding current value
$566,297
Previous $657 Million 17.03%
% of portfolio
0.37%
Previous 0.5%

Shares

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

Nov 13, 2024

SELL
$194.66 - $225.97 $114,070 - $132,418
-586 Reduced 19.13%
2,478 $545 Million
Q2 2024

Aug 09, 2024

BUY
$183.56 - $216.15 $175,299 - $206,423
955 Added 45.28%
3,064 $657 Million
Q1 2024

May 17, 2024

BUY
$170.38 - $196.82 $72,581 - $83,845
426 Added 25.31%
2,109 $412 Million
Q4 2023

Feb 01, 2024

SELL
$149.01 - $175.92 $1,639 - $1,935
-11 Reduced 0.65%
1,683 $295 Million
Q3 2023

Nov 13, 2023

SELL
$152.69 - $164.44 $12,673 - $13,648
-83 Reduced 4.67%
1,694 $261 Million
Q2 2023

Aug 09, 2023

SELL
$136.24 - $158.56 $14,305 - $16,648
-105 Reduced 5.58%
1,777 $281 Million
Q1 2023

May 15, 2023

BUY
$117.74 - $138.93 $221,586 - $261,466
1,882 New
1,882 $268 Million
Q4 2022

Nov 17, 2023

SELL
$117.55 - $131.34 $59,245 - $66,195
-504 Reduced 20.34%
1,974 $238 Million
Q3 2022

Nov 17, 2023

BUY
$119.49 - $146.95 $93,680 - $115,208
784 Added 46.28%
2,478 $296 Million
Q2 2022

Nov 17, 2023

SELL
$120.18 - $161.96 $69,944 - $94,260
-582 Reduced 17.76%
2,695 $338 Million
Q1 2022

Nov 17, 2023

SELL
$141.01 - $175.1 $725,919 - $901,414
-5,148 Reduced 61.1%
3,277 $521 Million
Q4 2021

Nov 17, 2023

BUY
$150.99 - $175.61 $1.02 Million - $1.18 Million
6,731 Added 397.34%
8,425 $1.46 Billion

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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