Wealth Shield Partners, LLC Ishares Tr Russell 200 Growth Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 25, 2023	BUY	$152.69 - $164.44 $253,007 - $272,477	1,657 Added 18.76%	10,489 $1.61 Million
Q2 2023 Aug 03, 2023	BUY	$136.24 - $158.56 $17,030 - $19,820	125 Added 1.44%	8,832 $1.4 Million
Q1 2023 May 08, 2023	BUY	$117.74 - $138.93 $608,598 - $718,129	5,169 Added 146.1%	8,707 $1.21 Million
Q4 2022 Feb 13, 2023	BUY	$117.55 - $131.34 $415,891 - $464,680	3,538 New	3,538 $426,000
Q2 2021 Aug 06, 2021	SELL	$136.12 - $150.82 $36,752 - $40,721	-270 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$127.24 - $139.47 $34,354 - $37,656	270 New	270 $36,000
Q4 2020 Feb 16, 2021	SELL	$116.6 - $133.06 $31,482 - $35,926	-270 Closed	0 $0
Q3 2019 Nov 13, 2019	BUY	$86.45 - $88.64 $23,341 - $23,932	270 New	270 $24,000

Others Institutions Holding IWY

# of Institutions

530

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.6 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.45 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.28 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.22 Billion
16.88% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$501 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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