Whelan Financial Ishares Tr Russell 200 Growth Transaction History

Whelan Financial

$243 Million
Q3 2024

A detailed history of Whelan Financial transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Whelan Financial holds 7,314 shares of IWY stock, worth $1.78 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

7,314

Previous 7,314 -0.0%

Holding current value

$1.78 Million

Previous $1.57 Million 2.61%

% of portfolio

0.66%

Previous 0.7%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	SELL	$183.56 - $216.15 $1,101 - $1,296	-6 Reduced 0.08%	7,314 $1.57 Million
Q1 2024 Apr 19, 2024	SELL	$170.38 - $196.82 $32,542 - $37,592	-191 Reduced 2.54%	7,320 $1.43 Million
Q3 2023 Oct 20, 2023	SELL	$152.69 - $164.44 $3,053 - $3,288	-20 Reduced 0.27%	7,511 $1.16 Million
Q2 2023 Jul 18, 2023	SELL	$136.24 - $158.56 $1,362 - $1,585	-10 Reduced 0.13%	7,531 $1.19 Million
Q1 2023 May 22, 2023	SELL	$117.74 - $138.93 $452,357 - $533,769	-3,842 Reduced 33.75%	7,541 $1.05 Million
Q4 2022 Jan 17, 2023	BUY	$117.55 - $131.34 $1.34 Million - $1.5 Million	11,383 New	11,383 $0

Others Institutions Holding IWY

# of Institutions

530

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Whelan Financial Ishares Tr Russell 200 Growth Transaction History