Journey Strategic Wealth LLC Ishares Tr Russell 200 Growth Transaction History

Journey Strategic Wealth LLC

$2.65 Billion
Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 34,635 shares of IWY stock, worth $8.25 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

34,635

Previous 34,888 0.73%

Holding current value

$8.25 Million

Previous $7.68 Million 6.14%

% of portfolio

0.31%

Previous 0.28%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$216.72 - $244.71 $54,830 - $61,911	-253 Reduced 0.73%	34,635 $8.15 Million
Q3 2024 Nov 12, 2024	SELL	$194.66 - $225.97 $100,639 - $116,826	-517 Reduced 1.46%	34,888 $7.68 Million
Q2 2024 Aug 14, 2024	SELL	$183.56 - $216.15 $87,374 - $102,887	-476 Reduced 1.33%	35,405 $7.6 Million
Q1 2024 May 13, 2024	SELL	$170.38 - $196.82 $46,513 - $53,731	-273 Reduced 0.76%	35,881 $7 Million
Q4 2023 Feb 09, 2024	SELL	$149.01 - $175.92 $137,983 - $162,901	-926 Reduced 2.5%	36,154 $6.33 Million
Q3 2023 Nov 08, 2023	SELL	$152.69 - $164.44 $83,979 - $90,442	-550 Reduced 1.46%	37,080 $5.7 Million
Q2 2023 Aug 14, 2023	SELL	$136.24 - $158.56 $124,523 - $144,923	-914 Reduced 2.37%	37,630 $5.97 Million
Q1 2023 May 11, 2023	SELL	$117.74 - $138.93 $353,926 - $417,623	-3,006 Reduced 7.23%	38,544 $5.35 Million
Q4 2022 Feb 14, 2023	SELL	$117.55 - $131.34 $1.36 Million - $1.52 Million	-11,571 Reduced 21.78%	41,550 $5.01 Million
Q3 2022 Nov 14, 2022	SELL	$119.49 - $146.95 $33,218 - $40,852	-278 Reduced 0.52%	53,121 $6.35 Million
Q2 2022 Aug 15, 2022	BUY	$120.18 - $161.96 $6.42 Million - $8.65 Million	53,399 New	53,399 $6.69 Million
Q1 2022 May 16, 2022	SELL	$141.01 - $175.1 $4.66 Million - $5.78 Million	-33,037 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$150.99 - $175.61 $4.99 Million - $5.8 Million	33,037 New	33,037 $5.73 Million

Others Institutions Holding IWY

# of Institutions

559

Shares Held

51.6M

Call Options Held

10.4K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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Journey Strategic Wealth LLC Ishares Tr Russell 200 Growth Transaction History