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

Bcgm Wealth Management, LLC

$288 Million
Q4 2024

A detailed history of Bcgm Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 5,693 shares of IWY stock, worth $1.35 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

5,693

Previous 6,166 7.67%

Holding current value

$1.35 Million

Previous $1.36 Million 1.25%

% of portfolio

0.46%

Previous 0.47%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$216.72 - $244.71 $102,508 - $115,747	-473 Reduced 7.67%	5,693 $1.34 Million
Q3 2024 Nov 06, 2024	SELL	$194.66 - $225.97 $41,462 - $48,131	-213 Reduced 3.34%	6,166 $1.36 Million
Q2 2024 Jul 30, 2024	SELL	$183.56 - $216.15 $78,930 - $92,944	-430 Reduced 6.32%	6,379 $1.37 Million
Q1 2024 May 07, 2024	SELL	$170.38 - $196.82 $43,276 - $49,992	-254 Reduced 3.6%	6,809 $1.33 Million
Q4 2023 Feb 08, 2024	BUY	$149.01 - $175.92 $3,576 - $4,222	24 Added 0.34%	7,063 $1.24 Million
Q2 2023 Aug 07, 2023	BUY	$136.24 - $158.56 $391,962 - $456,177	2,877 Added 69.13%	7,039 $1.12 Million
Q1 2023 May 02, 2023	SELL	$117.74 - $138.93 $397,019 - $468,471	-3,372 Reduced 44.76%	4,162 $578,000
Q4 2022 Feb 07, 2023	BUY	$117.55 - $131.34 $1,763 - $1,970	15 Added 0.2%	7,534 $908,000
Q3 2022 Nov 03, 2022	SELL	$119.49 - $146.95 $25,092 - $30,859	-210 Reduced 2.72%	7,519 $905,000
Q2 2022 Aug 01, 2022	SELL	$120.18 - $161.96 $48,312 - $65,107	-402 Reduced 4.94%	7,729 $1.08 Million
Q1 2022 May 02, 2022	SELL	$141.01 - $175.1 $13,113 - $16,284	-93 Reduced 1.13%	8,131 $0
Q4 2021 Feb 01, 2022	SELL	$150.99 - $175.61 $1,207 - $1,404	-8 Reduced 0.1%	8,224 $1.43 Million
Q3 2021 Nov 01, 2021	SELL	$151.1 - $163.27 $9,519 - $10,286	-63 Reduced 0.76%	8,232 $1.37 Million
Q2 2021 Aug 02, 2021	SELL	$136.12 - $150.82 $110,801 - $122,767	-814 Reduced 8.94%	8,295 $1.3 Million
Q1 2021 Apr 21, 2021	SELL	$127.24 - $139.47 $183,480 - $201,115	-1,442 Reduced 13.67%	9,109 $1.31 Million
Q4 2020 Feb 16, 2021	BUY	$116.6 - $133.06 $1.23 Million - $1.4 Million	10,551 New	10,551 $1.47 Million

Others Institutions Holding IWY

# of Institutions

581

Shares Held

52.8M

Call Options Held

10.4K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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