Smart Wealth LLC Ishares Tr Russell 200 Growth Transaction History

Smart Wealth LLC

$281 Billion
Q4 2024

A detailed history of Smart Wealth LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Smart Wealth LLC holds 3,878 shares of IWY stock, worth $832,218. This represents 0.32% of its overall portfolio holdings.

Number of Shares

3,878

Previous 3,008 28.92%

Holding current value

$832,218

Previous $662 Million 37.84%

% of portfolio

0.32%

Previous 0.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$216.72 - $244.71 $188,546 - $212,897	870 Added 28.92%	3,878 $912 Million
Q3 2024 Dec 13, 2024	BUY	$194.66 - $225.97 $264,153 - $306,641	1,357 Added 82.19%	3,008 $662 Million
Q2 2024 Dec 13, 2024	BUY	$183.56 - $216.15 $8,260 - $9,726	45 Added 2.8%	1,651 $354 Million
Q1 2024 Dec 13, 2024	BUY	$170.38 - $196.82 $9,711 - $11,218	57 Added 3.68%	1,606 $313 Million
Q4 2023 Dec 13, 2024	BUY	$149.01 - $175.92 $230,816 - $272,500	1,549 New	1,549 $271 Million
Q3 2023 Dec 13, 2024	SELL	$152.69 - $164.44 $238,959 - $257,348	-1,565 Closed	0 $0
Q2 2023 Dec 13, 2024	SELL	$136.24 - $158.56 $70,844 - $82,451	-520 Reduced 24.94%	1,565 $248 Million
Q1 2023 Dec 13, 2024	SELL	$117.74 - $138.93 $63,344 - $74,744	-538 Reduced 20.51%	2,085 $290 Million
Q4 2022 Dec 13, 2024	BUY	$117.55 - $131.34 $308,333 - $344,504	2,623 New	2,623 $316 Million

Others Institutions Holding IWY

# of Institutions

615

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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