Ptm Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Ptm Wealth Management, LLC

  • $177 Billion
  • Q4 2025

A detailed history of Ptm Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ptm Wealth Management, LLC holds 2,529 shares of IWY stock, worth $698,130. This represents 0.39% of its overall portfolio holdings.

Number of Shares
2,529
Previous 2,538 0.35%
Holding current value
$698,130
Previous $701 Million 0.15%
% of portfolio
0.39%
Previous 0.42%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
SELL
$268.43 - $288.26 $2,415 - $2,594
-9 Reduced 0.35%
2,529 $700 Million
Q3 2025

Oct 27, 2025
BUY
$243.93 - $275.62 $2,195 - $2,480
9 Added 0.36%
2,538 $701 Million
Q2 2025

Jul 08, 2025
BUY
$187.5 - $246.51 $3,375 - $4,437
18 Added 0.72%
2,529 $628 Million
Q1 2025

May 07, 2025
BUY
$210.19 - $243.33 $527,787 - $611,001
2,511 New
2,511 $471 Million

Others Institutions Holding IWY

# of Institutions
673
Shares Held
55.1M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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