Maripau Wealth Management LLC Ishares Tr Russell 200 Growth Transaction History

Maripau Wealth Management LLC

$106 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	SELL	$183.56 - $216.15 $144,461 - $170,110	-787 Reduced 20.68%	3,018 $647,000
Q1 2024 May 14, 2024	SELL	$170.38 - $196.82 $79,226 - $91,521	-465 Reduced 10.89%	3,805 $742,000
Q4 2023 Feb 14, 2024	SELL	$149.01 - $175.92 $69,587 - $82,154	-467 Reduced 9.86%	4,270 $748,000
Q3 2023 Nov 15, 2023	SELL	$152.69 - $164.44 $140,627 - $151,449	-921 Reduced 16.28%	4,737 $728,000
Q2 2023 Aug 14, 2023	SELL	$136.24 - $158.56 $74,523 - $86,732	-547 Reduced 8.82%	5,658 $897,000
Q1 2023 Jun 07, 2023	SELL	$117.74 - $138.93 $52,394 - $61,823	-445 Reduced 6.69%	6,205 $862,000
Q4 2022 Jan 20, 2023	SELL	$117.55 - $131.34 $37,380 - $41,766	-318 Reduced 4.56%	6,650 $0
Q3 2022 Nov 04, 2022	SELL	$119.49 - $146.95 $198,114 - $243,643	-1,658 Reduced 19.22%	6,968 $878,000
Q2 2022 Aug 11, 2022	SELL	$120.18 - $161.96 $116,093 - $156,453	-966 Reduced 10.07%	8,626 $1.21 Million
Q1 2022 May 10, 2022	SELL	$141.01 - $175.1 $177,390 - $220,275	-1,258 Reduced 11.59%	9,592 $1.4 Million
Q4 2021 Feb 11, 2022	BUY	$150.99 - $175.61 $1.64 Million - $1.91 Million	10,850 New	10,850 $1.71 Million

Others Institutions Holding IWY

# of Institutions

563

Shares Held

51.4M

Call Options Held

10.4K

Put Options Held

4.8K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.56 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.42 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.25 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.05M
Shares

$1.2 Billion
18.48% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$490 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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