Trinity Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Trinity Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 20,622 shares of IWY stock, worth $4.92 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares
20,622
Previous 20,386 1.16%
Holding current value
$4.92 Million
Previous $4.49 Million 8.16%
% of portfolio
2.2%
Previous 2.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$216.72 - $244.71 $51,145 - $57,751
236 Added 1.16%
20,622 $4.85 Million
Q3 2024

Oct 18, 2024
BUY
$194.66 - $225.97 $61,512 - $71,406
316 Added 1.57%
20,386 $4.49 Million
Q2 2024

Jul 15, 2024
BUY
$183.56 - $216.15 $3.68 Million - $4.34 Million
20,070 New
20,070 $4.31 Million

Others Institutions Holding IWY

# of Institutions
558
Shares Held
51.5M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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