Tyler Stone Wealth Management Ishares Tr Russell 200 Growth Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Tyler Stone Wealth Management holds 2,229 shares of IWY stock, worth $539,774. This represents 0.1% of its overall portfolio holdings.

Number of Shares

2,229

Previous 2,352 5.23%

Holding current value

$539,774

Previous $517,000 1.35%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$216.72 - $244.71 $26,656 - $30,099	-123 Reduced 5.23%	2,229 $524,000
Q3 2024 Nov 04, 2024	BUY	$194.66 - $225.97 $228,920 - $265,740	1,176 Added 100.0%	2,352 $517,000
Q2 2024 Aug 14, 2024	SELL	$183.56 - $216.15 $2,202 - $2,593	-12 Reduced 1.01%	1,176 $252,000
Q1 2024 May 15, 2024	SELL	$170.38 - $196.82 $21,808 - $25,192	-128 Reduced 9.73%	1,188 $231,000
Q4 2023 Feb 14, 2024	BUY	$149.01 - $175.92 $20,414 - $24,101	137 Added 11.62%	1,316 $230,000
Q3 2023 Nov 14, 2023	BUY	$152.69 - $164.44 $15,116 - $16,279	99 Added 9.17%	1,179 $181,000
Q4 2022 Feb 14, 2023	SELL	$117.55 - $131.34 $14,106 - $15,760	-120 Reduced 10.0%	1,080 $130,000
Q4 2021 Feb 22, 2022	BUY	$150.99 - $175.61 $181,188 - $210,732	1,200 New	1,200 $208,000

Others Institutions Holding IWY

# of Institutions

606

Shares Held

57.7M

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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Tyler Stone Wealth Management Ishares Tr Russell 200 Growth Transaction History