Wj Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Wj Wealth Management, LLC

  • $267 Million
  • Q4 2024

A detailed history of Wj Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wj Wealth Management, LLC holds 68,025 shares of IWY stock, worth $16.1 Million. This represents 5.98% of its overall portfolio holdings.

Number of Shares
68,025
Previous 68,500 0.69%
Holding current value
$16.1 Million
Previous $15.1 Million 6.18%
% of portfolio
5.98%
Previous 5.64%

Shares

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

Jan 24, 2025
SELL
$216.72 - $244.71 $102,942 - $116,237
-475 Reduced 0.69%
68,025 $16 Million
Q3 2024

Oct 31, 2024
BUY
$194.66 - $225.97 $77,669 - $90,162
399 Added 0.59%
68,500 $15.1 Million
Q2 2024

Aug 09, 2024
BUY
$183.56 - $216.15 $642,827 - $756,957
3,502 Added 5.42%
68,101 $14.6 Million
Q1 2024

Apr 17, 2024
SELL
$170.38 - $196.82 $8,859 - $10,234
-52 Reduced 0.08%
64,599 $12.6 Million
Q4 2023

Jan 12, 2024
BUY
$149.01 - $175.92 $4.6 Million - $5.43 Million
30,850 Added 91.27%
64,651 $11.3 Million
Q3 2023

Oct 10, 2023
SELL
$152.69 - $164.44 $6.88 Million - $7.41 Million
-45,090 Reduced 57.15%
33,801 $5.2 Million
Q2 2023

Jul 11, 2023
BUY
$136.24 - $158.56 $3.09 Million - $3.59 Million
22,666 Added 40.31%
78,891 $12.5 Million
Q1 2023

Apr 12, 2023
BUY
$117.74 - $138.93 $6.62 Million - $7.81 Million
56,225 New
56,225 $7.81 Million

Others Institutions Holding IWY

# of Institutions
606
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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