Oak Harvest Investment Services Ishares Tr Russell 200 Growth Transaction History

Oak Harvest Investment Services

  • $588 Million
  • Q2 2024

A detailed history of Oak Harvest Investment Services transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Oak Harvest Investment Services holds 13,709 shares of IWY stock, worth $2.85 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
13,709
Previous 9,500 44.31%
Holding current value
$2.85 Million
Previous $1.85 Million 58.66%
% of portfolio
0.5%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
BUY
$183.56 - $216.15 $772,604 - $909,775
4,209 Added 44.31%
13,709 $2.94 Million
Q1 2024

Apr 19, 2024
BUY
$170.38 - $196.82 $252,843 - $292,080
1,484 Added 18.51%
9,500 $1.85 Million
Q4 2023

Jan 12, 2024
BUY
$149.01 - $175.92 $600,659 - $709,133
4,031 Added 101.15%
8,016 $1.4 Million
Q3 2023

Oct 25, 2023
BUY
$152.69 - $164.44 $394,245 - $424,584
2,582 Added 184.03%
3,985 $613,000
Q2 2023

Jul 17, 2023
BUY
$136.24 - $158.56 $191,144 - $222,459
1,403 New
1,403 $222,000

Others Institutions Holding IWY

# of Institutions
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
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