Zimmermann Investment Management & Planning LLC Ishares Tr Russell 200 Growth Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 84,505 shares of IWY stock, worth $19.3 Million. This represents 6.47% of its overall portfolio holdings.

Number of Shares

84,505

Previous 74,002 14.19%

Holding current value

$19.3 Million

Previous $15.9 Million 17.14%

% of portfolio

6.47%

Previous 5.64%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$194.66 - $225.97 $2.04 Million - $2.37 Million	10,503 Added 14.19%	84,505 $18.6 Million
Q2 2024 Jul 26, 2024	BUY	$183.56 - $216.15 $3.07 Million - $3.61 Million	16,718 Added 29.18%	74,002 $15.9 Million
Q1 2024 Apr 22, 2024	BUY	$170.38 - $196.82 $4.7 Million - $5.43 Million	27,594 Added 92.94%	57,284 $11.2 Million
Q4 2023 Jan 22, 2024	SELL	$149.01 - $175.92 $97,899 - $115,579	-657 Reduced 2.16%	29,690 $5.2 Million
Q3 2023 Oct 31, 2023	BUY	$152.69 - $164.44 $419,592 - $451,881	2,748 Added 9.96%	30,347 $4.67 Million
Q2 2023 Jul 13, 2023	BUY	$136.24 - $158.56 $952,453 - $1.11 Million	6,991 Added 33.92%	27,599 $4.38 Million
Q1 2023 Apr 25, 2023	SELL	$117.74 - $138.93 $4.15 Million - $4.9 Million	-35,256 Reduced 63.11%	20,608 $2.86 Million
Q4 2022 Jan 20, 2023	SELL	$117.55 - $131.34 $1.49 Million - $1.66 Million	-12,658 Reduced 18.47%	55,864 $0
Q3 2022 Nov 01, 2022	BUY	$119.49 - $146.95 $946,599 - $1.16 Million	7,922 Added 13.07%	68,522 $8.19 Million
Q2 2022 Jul 28, 2022	BUY	$120.18 - $161.96 $1.34 Million - $1.8 Million	11,137 Added 22.52%	60,600 $7.59 Million
Q1 2022 Apr 18, 2022	BUY	$141.01 - $175.1 $3.56 Million - $4.42 Million	25,260 Added 104.37%	49,463 $7.86 Million
Q4 2021 Feb 03, 2022	BUY	$150.99 - $175.61 $3.65 Million - $4.25 Million	24,203 New	24,203 $4.2 Million

Others Institutions Holding IWY

# of Institutions

528

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Zimmermann Investment Management & Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zimmermann Investment Management & Planning LLC with notifications on news.

Account

Zimmermann Investment Management & Planning LLC Ishares Tr Russell 200 Growth Transaction History