World Equity Group, Inc. Ishares Tr Russell 200 Growth Transaction History

World Equity Group, Inc.

$335 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 18, 2024	BUY	$170.38 - $196.82 $272,608 - $314,912	1,600 New	1,600 $312 Million
Q4 2023 Jul 22, 2024	SELL	$149.01 - $175.92 $657,581 - $776,334	-4,413 Reduced 74.9%	1,479 $259 Million
Q3 2023 Jul 22, 2024	BUY	$152.69 - $164.44 $899,649 - $968,880	5,892 New	5,892 $906 Million
Q2 2023 Aug 26, 2024	BUY	$136.24 - $158.56 $718,257 - $835,928	5,272 Added 162.27%	8,521 $1.35 Billion
Q1 2023 Aug 26, 2024	BUY	$117.74 - $138.93 $382,537 - $451,383	3,249 New	3,249 $375 Million
Q2 2022 Sep 06, 2024	SELL	$120.18 - $161.96 $975,621 - $1.31 Million	-8,118 Closed	0 $0
Q1 2022 Sep 06, 2024	BUY	$141.01 - $175.1 $1.14 Million - $1.42 Million	8,118 New	8,118 $1.29 Billion

Others Institutions Holding IWY

# of Institutions

512

Shares Held

53.6M

Call Options Held

5.4K

Put Options Held

600

Tiaa Trust, National Association Charlotte, NC

6.28M
Shares

$1.34 Billion
4.16% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.27 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.58M
Shares

$1.19 Billion
4.59% of portfolio
First Citizens Bank & Trust CO

5.26M
Shares

$1.12 Billion
17.93% of portfolio
Envestnet Asset Management Inc

2.85M
Shares

$609 Million
0.22% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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