West Branch Capital LLC Ishares Tr Russell 200 Growth Transaction History

West Branch Capital LLC

  • $297 Million
  • Q4 2024

A detailed history of West Branch Capital LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, West Branch Capital LLC holds 133 shares of IWY stock, worth $28,682. This represents 0.01% of its overall portfolio holdings.

Number of Shares
133
Previous 200 33.5%
Holding current value
$28,682
Previous $44,000 29.55%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$216.72 - $244.71 $14,520 - $16,395
-67 Reduced 33.5%
133 $31,000
Q3 2024

Oct 18, 2024
SELL
$194.66 - $225.97 $1,946 - $2,259
-10 Reduced 4.76%
200 $44,000
Q1 2024

Apr 23, 2024
SELL
$170.38 - $196.82 $35,609 - $41,135
-209 Reduced 49.88%
210 $40,000
Q4 2023

Jan 19, 2024
BUY
$149.01 - $175.92 $149 - $175
1 Added 0.24%
419 $73,000
Q2 2023

Aug 04, 2023
BUY
$136.24 - $158.56 $56,948 - $66,278
418 New
418 $66,000

Others Institutions Holding IWY

# of Institutions
614
Shares Held
57.7M
Call Options Held
3.4K
Put Options Held
2.2K
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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