A detailed history of Spire Wealth Management transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Spire Wealth Management holds 13,420 shares of IWY stock, worth $2.93 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,420
Previous 12,549 6.94%
Holding current value
$2.93 Million
Previous $2.2 Million 19.11%
% of portfolio
0.09%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$170.38 - $196.82 $148,400 - $171,430
871 Added 6.94%
13,420 $2.62 Million
Q4 2023

Feb 06, 2024

BUY
$149.01 - $175.92 $698,260 - $824,361
4,686 Added 59.6%
12,549 $2.2 Million
Q3 2023

Nov 08, 2023

SELL
$152.69 - $164.44 $678,248 - $730,442
-4,442 Reduced 36.1%
7,863 $1.21 Million
Q2 2023

Aug 09, 2023

BUY
$136.24 - $158.56 $886,513 - $1.03 Million
6,507 Added 112.23%
12,305 $1.95 Million
Q1 2023

May 09, 2023

BUY
$117.74 - $138.93 $630,144 - $743,553
5,352 Added 1200.0%
5,798 $805,000
Q1 2022

Apr 18, 2022

SELL
N/A
-116 Reduced 20.64%
446 $71,000
Q4 2021

Jan 14, 2022

BUY
N/A
116 Added 26.01%
562 $97,000
Q2 2021

Jul 26, 2021

SELL
N/A
-116 Reduced 20.64%
446 $67,000
Q1 2021

May 21, 2021

BUY
N/A
562 New
562 $75,000

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


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