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

Aprio Wealth Management, LLC

  • $631 Million
  • Q4 2024

A detailed history of Aprio Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 971 shares of IWY stock, worth $229,437. This represents 0.04% of its overall portfolio holdings.

Number of Shares
971
Previous 944 2.86%
Holding current value
$229,437
Previous $207,000 10.14%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 10, 2025
BUY
$216.72 - $244.71 $5,851 - $6,607
27 Added 2.86%
971 $228,000
Q3 2024

Oct 07, 2024
BUY
$194.66 - $225.97 $183,759 - $213,315
944 New
944 $207,000

Others Institutions Holding IWY

# of Institutions
606
Shares Held
57.7M
Call Options Held
3.4K
Put Options Held
2.2K
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 Aprio Wealth Management, LLC Portfolio

Follow Aprio Wealth Management, 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 Aprio Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aprio Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email