A detailed history of Western Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Western Wealth Management, LLC holds 7,053 shares of IWY stock, worth $1.57 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
7,053
Previous 7,331 3.79%
Holding current value
$1.57 Million
Previous $1.28 Million 7.17%
% of portfolio
0.11%
Previous 0.09%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$170.38 - $196.82 $47,365 - $54,715
-278 Reduced 3.79%
7,053 $1.38 Million
Q4 2023

Jan 31, 2024

SELL
$149.01 - $175.92 $99,985 - $118,042
-671 Reduced 8.39%
7,331 $1.28 Million
Q3 2023

Nov 07, 2023

SELL
$152.69 - $164.44 $120,319 - $129,578
-788 Reduced 8.96%
8,002 $1.23 Million
Q2 2023

Aug 30, 2023

BUY
$136.24 - $158.56 $65,803 - $76,584
483 Added 5.81%
8,790 $1.39 Million
Q1 2023

Aug 30, 2023

SELL
$117.74 - $138.93 $31,789 - $37,511
-270 Reduced 3.15%
8,307 $1.15 Million
Q4 2022

Feb 02, 2023

SELL
$117.64 - $131.34 $945,237 - $1.06 Million
-8,035 Reduced 48.37%
8,577 $1.03 Million
Q3 2022

Nov 04, 2022

BUY
N/A
2,332 Added 16.33%
16,612 $1.98 Million
Q2 2022

Jul 18, 2022

SELL
N/A
-1,234 Reduced 7.95%
14,280 $1.79 Million
Q1 2022

May 10, 2022

BUY
N/A
4,375 Added 39.28%
15,514 $2.46 Million
Q4 2021

Feb 14, 2022

BUY
N/A
1,476 Added 15.27%
11,139 $1.93 Million
Q2 2021

Aug 09, 2021

BUY
N/A
462 Added 5.02%
9,663 $1.46 Million
Q1 2021

May 14, 2021

BUY
N/A
22 Added 0.24%
9,201 $1.24 Million
Q4 2020

Feb 10, 2021

BUY
N/A
876 Added 10.55%
9,179 $1.22 Million
Q3 2020

Oct 27, 2020

BUY
N/A
839 Added 11.24%
8,303 $1.01 Million
Q2 2020

Jul 20, 2020

BUY
N/A
1,022 Added 15.86%
7,464 $796,000
Q1 2020

Apr 27, 2020

BUY
N/A
286 Added 4.65%
6,442 $543,000
Q4 2019

Feb 10, 2020

BUY
N/A
177 Added 2.96%
6,156 $595,000
Q3 2019

Nov 08, 2019

SELL
N/A
-290 Reduced 4.63%
5,979 $516,000
Q2 2019

Aug 06, 2019

SELL
N/A
-129 Reduced 2.02%
6,269 $534,000
Q1 2019

May 10, 2019

SELL
N/A
-3,760 Reduced 37.02%
6,398 $524,000
Q4 2018

Feb 15, 2019

BUY
N/A
10,158 New
10,158 $729,000

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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