Godshalk Welsh Capital Management, Inc. Ishares Tr Russell 200 Growth Transaction History

Godshalk Welsh Capital Management, Inc.

$152 Million
Q4 2024

A detailed history of Godshalk Welsh Capital Management, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Godshalk Welsh Capital Management, Inc. holds 3,535 shares of IWY stock, worth $854,833. This represents 0.55% of its overall portfolio holdings.

Number of Shares

3,535

Previous 3,485 1.43%

Holding current value

$854,833

Previous $766,000 8.49%

% of portfolio

0.55%

Previous 0.5%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$216.72 - $244.71 $10,836 - $12,235	50 Added 1.43%	3,535 $831,000
Q3 2024 Nov 13, 2024	BUY	$194.66 - $225.97 $29,199 - $33,895	150 Added 4.5%	3,485 $766,000
Q2 2024 Aug 12, 2024	SELL	$183.56 - $216.15 $13,767 - $16,211	-75 Reduced 2.2%	3,335 $715,000
Q4 2023 Feb 09, 2024	BUY	$149.01 - $175.92 $26,076 - $30,785	175 Added 5.41%	3,410 $597,000
Q3 2023 Nov 13, 2023	BUY	$152.69 - $164.44 $493,952 - $531,963	3,235 New	3,235 $497,000

Others Institutions Holding IWY

# of Institutions

606

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Godshalk Welsh Capital Management, Inc. Ishares Tr Russell 200 Growth Transaction History