Triumph Capital Management Ishares Tr Russell 200 Growth Transaction History

Triumph Capital Management

$270 Million
Q4 2024

A detailed history of Triumph Capital Management transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Triumph Capital Management holds 3,556 shares of IWY stock, worth $766,744. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,556

Previous 2,564 38.69%

Holding current value

$766,744

Previous $564,000 48.23%

% of portfolio

0.31%

Previous 0.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$216.72 - $244.71 $214,986 - $242,752	992 Added 38.69%	3,556 $836,000
Q3 2024 Feb 14, 2025	BUY	$194.66 - $225.97 $499,108 - $579,387	2,564 New	2,564 $564,000
Q2 2022 Aug 02, 2022	SELL	$120.18 - $161.96 $1.66 Million - $2.23 Million	-13,774 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$141.01 - $175.1 $85,875 - $106,635	609 Added 4.63%	13,774 $2.19 Million
Q4 2021 Feb 11, 2022	SELL	$150.99 - $175.61 $657,410 - $764,605	-4,354 Reduced 24.85%	13,165 $2.28 Million
Q3 2021 Nov 16, 2021	BUY	$151.1 - $163.27 $837,396 - $904,842	5,542 Added 46.27%	17,519 $2.68 Million
Q3 2021 Nov 15, 2021	SELL	$151.1 - $163.27 $823,495 - $889,821	-5,450 Reduced 31.27%	11,977 $1.45 Million
Q2 2021 Jul 19, 2021	BUY	$136.12 - $150.82 $2.37 Million - $2.63 Million	17,427 New	17,427 $2.72 Million

Others Institutions Holding IWY

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Triumph Capital Management Ishares Tr Russell 200 Growth Transaction History