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

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 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 1,445 shares of IWY stock, worth $310,487. This represents 14.99% of its overall portfolio holdings.

Number of Shares

1,445

Previous 84,505 98.29%

Holding current value

$310,487

Previous $18.6 Million 1728.26%

% of portfolio

14.99%

Previous 6.47%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$216.72 - $244.71 $18 Million - $20.3 Million	-83,060 Reduced 98.29%	1,445 $340 Million
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

614

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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