Secure Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History

Secure Asset Management, LLC

  • $477 Million
  • Q1 2025

A detailed history of Secure Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Secure Asset Management, LLC holds 3,400 shares of IWY stock, worth $788,392. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,400
Previous 2,851 19.26%
Holding current value
$788,392
Previous $670,000 6.72%
% of portfolio
0.15%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$210.19 - $243.33 $115,394 - $133,588
549 Added 19.26%
3,400 $715,000
Q4 2024

Jan 17, 2025
BUY
$216.72 - $244.71 $163,190 - $184,266
753 Added 35.89%
2,851 $670,000
Q3 2024

Oct 16, 2024
BUY
$194.66 - $225.97 $104,727 - $121,571
538 Added 34.49%
2,098 $461,000
Q2 2024

Jul 24, 2024
BUY
$183.56 - $216.15 $286,353 - $337,194
1,560 New
1,560 $334,000

Others Institutions Holding IWY

# of Institutions
596
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Secure Asset Management, LLC Portfolio

Follow Secure Asset Management, 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 Secure Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Secure Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email