Walled Lake Planning & Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025

A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 5,545 shares of IWY stock, worth $1.29 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,545
Previous 10,423 46.8%
Holding current value
$1.29 Million
Previous $2.45 Million 52.32%
% of portfolio
0.45%
Previous 1.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$210.19 - $243.33 $1.03 Million - $1.19 Million
-4,878 Reduced 46.8%
5,545 $1.17 Million
Q4 2024

Feb 12, 2025
SELL
$216.72 - $244.71 $51,579 - $58,240
-238 Reduced 2.23%
10,423 $2.45 Million
Q3 2024

Nov 14, 2024
SELL
$194.66 - $225.97 $57,814 - $67,113
-297 Reduced 2.71%
10,661 $2.35 Million
Q2 2024

Aug 12, 2024
BUY
$183.56 - $216.15 $47,174 - $55,550
257 Added 2.4%
10,958 $2.35 Million
Q1 2024

May 13, 2024
BUY
$170.38 - $196.82 $11,415 - $13,186
67 Added 0.63%
10,701 $2.09 Million
Q4 2023

Feb 13, 2024
SELL
$149.01 - $175.92 $53,643 - $63,331
-360 Reduced 3.27%
10,634 $1.86 Million
Q3 2023

Nov 14, 2023
BUY
$152.69 - $164.44 $5,496 - $5,919
36 Added 0.33%
10,994 $1.69 Million
Q2 2023

Aug 11, 2023
BUY
$136.24 - $158.56 $2,452 - $2,854
18 Added 0.16%
10,958 $1.74 Million
Q1 2023

May 12, 2023
SELL
$117.74 - $138.93 $58,045 - $68,492
-493 Reduced 4.31%
10,940 $1.52 Million
Q4 2022

Feb 13, 2023
BUY
$117.55 - $131.34 $1.34 Million - $1.5 Million
11,433 New
11,433 $1.38 Million

Others Institutions Holding IWY

# of Institutions
595
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
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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