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

Wj Wealth Management, LLC

$267 Million
Q3 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 68,500 shares of IWY stock, worth $16.2 Million. This represents 5.64% of its overall portfolio holdings.

Number of Shares

68,500

Previous 68,101 0.59%

Holding current value

$16.2 Million

Previous $14.6 Million 3.18%

% of portfolio

5.64%

Previous 5.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

537

Shares Held

50.1M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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