West Branch Capital LLC Ishares Tr Russell 200 Growth Transaction History

West Branch Capital LLC

  • $274 Million
  • Q3 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 200 shares of IWY stock, worth $47,232. This represents 0.02% of its overall portfolio holdings.

Number of Shares
200
Previous 210 4.76%
Holding current value
$47,232
Previous $45,000 2.22%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track West Branch Capital LLC Portfolio

Follow West Branch Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email