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 $1.67 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

7,314

Previous 7,314 -0.0%

Holding current value

$1.67 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

514

Shares Held

50.3M

Call Options Held

Put Options Held

700

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whelan Financial, based on Form 13F filings with the SEC.

News

Stay updated on Whelan Financial with notifications on news.

Account

Whelan Financial Ishares Tr Russell 200 Growth Transaction History