Instrumental Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

Instrumental Wealth, LLC

  • $103 Billion
  • Q3 2024

A detailed history of Instrumental Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Instrumental Wealth, LLC holds 2,046 shares of IWY stock, worth $491,121. This represents 0.45% of its overall portfolio holdings.

Number of Shares
2,046
Previous 2,033 0.64%
Holding current value
$491,121
Previous $417 Million 9.92%
% of portfolio
0.45%
Previous 0.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$194.66 - $225.97 $2,530 - $2,937
13 Added 0.64%
2,046 $459 Million
Q2 2024

Jul 26, 2024
BUY
$183.56 - $216.15 $126,656 - $149,143
690 Added 51.38%
2,033 $417 Million
Q1 2024

May 29, 2024
BUY
$170.38 - $196.82 $42,254 - $48,811
248 Added 22.65%
1,343 $273 Million
Q4 2023

Jan 25, 2024
BUY
$149.01 - $175.92 $163,165 - $192,632
1,095 New
1,095 $201 Million

Others Institutions Holding IWY

# of Institutions
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
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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