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

Tru Wealth Advisors, LLC

  • $1.61 Billion
  • Q3 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 3,103 shares of IWY stock, worth $708,756. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,103
Previous 2,794 11.06%
Holding current value
$708,756
Previous $599,000 13.86%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
528
Shares Held
49.9M
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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