Kore Private Wealth LLC Ishares Tr Russell 200 Growth Transaction History

Kore Private Wealth LLC

  • $554 Million
  • Q3 2022

A detailed history of Kore Private Wealth LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kore Private Wealth LLC holds 7,879 shares of IWY stock, worth $2.17 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
7,879
Previous 7,878 0.01%
Holding current value
$2.17 Million
Previous $987,000 4.66%
% of portfolio
0.17%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
$119.49 - $146.95 $119 - $146
1 Added 0.01%
7,879 $941,000
Q2 2022

Aug 15, 2022
BUY
$120.18 - $161.96 $345,637 - $465,796
2,876 Added 57.5%
7,878 $987,000
Q1 2022

May 13, 2022
SELL
$141.01 - $175.1 $7,614 - $9,455
-54 Reduced 1.07%
5,002 $795,000
Q4 2021

Feb 11, 2022
BUY
$150.99 - $175.61 $11,475 - $13,346
76 Added 1.53%
5,056 $876,000
Q2 2021

Aug 13, 2021
BUY
$136.12 - $150.82 $44,375 - $49,167
326 Added 7.0%
4,980 $750,000
Q1 2021

May 18, 2021
SELL
$127.24 - $139.47 $605,662 - $663,877
-4,760 Reduced 50.56%
4,654 $626,000
Q4 2020

Feb 16, 2021
BUY
$116.6 - $133.06 $165,572 - $188,945
1,420 Added 17.76%
9,414 $1.25 Million
Q3 2020

Nov 13, 2020
BUY
$108.23 - $131.63 $130,958 - $159,272
1,210 Added 17.84%
7,994 $970,000
Q2 2020

Aug 14, 2020
BUY
$80.54 - $107.61 $179,684 - $240,077
2,231 Added 49.0%
6,784 $723,000
Q1 2020

May 15, 2020
BUY
$73.46 - $106.09 $334,463 - $483,027
4,553 New
4,553 $383,000

Others Institutions Holding IWY

# of Institutions
672
Shares Held
55M
Call Options Held
6K
Put Options Held
2.7K
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 Kore Private Wealth LLC Portfolio

Follow Kore Private Wealth 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 Kore Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kore Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email