Wbh Advisory Inc Ishares Tr Russell 200 Growth Transaction History

Wbh Advisory Inc

$1.07 Billion
Q4 2024

A detailed history of Wbh Advisory Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wbh Advisory Inc holds 5,141 shares of IWY stock, worth $1.21 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,141

Previous 4,892 5.09%

Holding current value

$1.21 Million

Previous $1.08 Million 12.36%

% of portfolio

0.11%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$216.72 - $244.71 $53,963 - $60,932	249 Added 5.09%	5,141 $1.21 Million
Q3 2024 Oct 15, 2024	BUY	$194.66 - $225.97 $54,504 - $63,271	280 Added 6.07%	4,892 $1.08 Million
Q2 2024 Jul 11, 2024	BUY	$183.56 - $216.15 $51,580 - $60,738	281 Added 6.49%	4,612 $989,000
Q1 2024 Apr 16, 2024	BUY	$170.38 - $196.82 $39,528 - $45,662	232 Added 5.66%	4,331 $844,000
Q4 2023 Jan 09, 2024	BUY	$149.01 - $175.92 $280,138 - $330,729	1,880 Added 84.72%	4,099 $718,000
Q3 2023 Oct 10, 2023	BUY	$152.69 - $164.44 $18,170 - $19,568	119 Added 5.67%	2,219 $341,000
Q2 2023 Jul 12, 2023	BUY	$136.24 - $158.56 $13,215 - $15,380	97 Added 4.84%	2,100 $332,000
Q1 2023 Apr 20, 2023	BUY	$117.74 - $138.93 $8,595 - $10,141	73 Added 3.78%	2,003 $278,000
Q3 2022 Oct 18, 2022	BUY	$119.49 - $146.95 $17,923 - $22,042	150 Added 8.43%	1,930 $231,000
Q1 2022 Apr 29, 2022	SELL	$141.01 - $175.1 $4,230 - $5,253	-30 Reduced 1.66%	1,780 $0
Q3 2020 Oct 27, 2020	BUY	$108.23 - $131.63 $195,896 - $238,250	1,810 New	1,810 $220,000

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

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