Wms Partners, LLC Ishares Tr Russell 200 Growth Transaction History

Wms Partners, LLC

$1.7 Billion
Q3 2024

A detailed history of Wms Partners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wms Partners, LLC holds 1,361 shares of IWY stock, worth $321,413. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,361

Previous 1,241 9.67%

Holding current value

$321,413

Previous $266,000 12.41%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$194.66 - $225.97 $23,359 - $27,116	120 Added 9.67%	1,361 $299,000
Q4 2023 Feb 12, 2024	SELL	$149.01 - $175.92 $17,881 - $21,110	-120 Reduced 8.82%	1,241 $217,000
Q2 2023 Aug 14, 2023	BUY	$136.24 - $158.56 $185,422 - $215,800	1,361 New	1,361 $215,000
Q2 2022 Aug 05, 2022	SELL	$120.18 - $161.96 $163,564 - $220,427	-1,361 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$141.01 - $175.1 $63,454 - $78,795	-450 Reduced 24.85%	1,361 $216,000
Q3 2021 Nov 12, 2021	BUY	$151.1 - $163.27 $273,642 - $295,681	1,811 New	1,811 $276,000

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

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