Tru Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Tru Wealth Advisors, LLC

$1.59 Billion
Q4 2024

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 3,743 shares of IWY stock, worth $907,153. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,743

Previous 3,103 20.63%

Holding current value

$907,153

Previous $682,000 29.03%

% of portfolio

0.06%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$216.72 - $244.71 $138,700 - $156,614	640 Added 20.63%	3,743 $880,000
Q3 2024 Oct 16, 2024	BUY	$194.66 - $225.97 $60,149 - $69,824	309 Added 11.06%	3,103 $682,000
Q2 2024 Jul 16, 2024	BUY	$183.56 - $216.15 $33,040 - $38,907	180 Added 6.89%	2,794 $599,000
Q1 2024 Apr 15, 2024	BUY	$170.38 - $196.82 $41,402 - $47,827	243 Added 10.25%	2,614 $509,000
Q4 2023 Jan 10, 2024	BUY	$149.01 - $175.92 $26,225 - $30,961	176 Added 8.02%	2,371 $415,000
Q3 2023 Oct 10, 2023	BUY	$152.69 - $164.44 $37,561 - $40,452	246 Added 12.62%	2,195 $337,000
Q1 2023 Apr 25, 2023	BUY	$117.74 - $138.93 $229,475 - $270,774	1,949 New	1,949 $270,000

Others Institutions Holding IWY

# of Institutions

542

Shares Held

50.2M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.

Account

Tru Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History