National Wealth Management Group, LLC Ishares Tr Russell 200 Growth Transaction History

National Wealth Management Group, LLC

$152 Billion
Q1 2025

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 1,997 shares of IWY stock, worth $463,064. This represents 0.28% of its overall portfolio holdings.

Number of Shares

1,997

Previous 1,881 6.17%

Holding current value

$463,064

Previous $443 Million 4.83%

% of portfolio

0.28%

Previous 0.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$210.19 - $243.33 $24,382 - $28,226	116 Added 6.17%	1,997 $421 Million
Q4 2024 Feb 12, 2025	SELL	$216.72 - $244.71 $129,381 - $146,091	-597 Reduced 24.09%	1,881 $443 Million
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

# of Institutions

595

Shares Held

51.9M

Call Options Held

4.7K

Put Options Held

6.5K

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About ISHARES TR RUSSELL 200 GROWTH

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National Wealth Management Group, LLC Ishares Tr Russell 200 Growth Transaction History