Wr Wealth Planners, LLC Ishares Tr Russell 200 Growth Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 74 shares of IWY stock, worth $17,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares
74
Previous 72 2.78%
Holding current value
$17,657
Previous $15,000 13.33%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Feb 05, 2025
BUY
$216.72 - $244.71 $433 - $489
2 Added 2.78%
74 $17,000
Q3 2024

Oct 17, 2024
BUY
$194.66 - $225.97 $194 - $225
1 Added 1.41%
72 $15,000
Q2 2024

Jul 31, 2024
BUY
$183.56 - $216.15 $367 - $432
2 Added 2.9%
71 $15,000
Q1 2024

Jul 31, 2024
BUY
$170.38 - $196.82 $11,756 - $13,580
69 New
69 $13,000
Q3 2023

Aug 01, 2024
BUY
$152.69 - $164.44 $4,122 - $4,439
27 Added 75.0%
63 $9.69 Million
Q2 2023

Aug 01, 2024
SELL
$136.24 - $158.56 $4,768 - $5,549
-35 Reduced 49.3%
36 $5.71 Million
Q1 2023

Aug 01, 2024
SELL
$117.74 - $138.93 $4,356 - $5,140
-37 Reduced 52.11%
34 $4.72 Million
Q4 2022

Oct 10, 2024
BUY
$117.55 - $131.34 $352 - $394
3 Added 10.34%
32 $3.86 Million
Q3 2022

Oct 10, 2024
SELL
$119.49 - $146.95 $5,018 - $6,171
-42 Reduced 59.15%
29 $3.47 Million
Q2 2022

Oct 17, 2024
BUY
$120.18 - $161.96 $240 - $323
2 Added 8.0%
27 $3.38 Million
Q1 2022

Oct 17, 2024
SELL
$141.01 - $175.1 $6,627 - $8,229
-47 Reduced 65.28%
25 $3.97 Million

Others Institutions Holding IWY

# of Institutions
569
Shares Held
52M
Call Options Held
10.4K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email