Mbl Wealth, LLC Ishares Tr Russell 200 Growth Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

A detailed history of Mbl Wealth, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Mbl Wealth, LLC holds 5,110 shares of IWY stock, worth $1.07 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,110

Previous 5,000 2.2%

Holding current value

$1.07 Million

Previous $1.07 Million 4.85%

% of portfolio

0.13%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Jan 08, 2025	BUY	$194.66 - $225.97 $21,412 - $24,856	110 Added 2.2%	5,110 $1.12 Million
Q1 2024 Apr 22, 2024	SELL	$170.38 - $196.82 $51,114 - $59,046	-300 Reduced 5.66%	5,000 $975,000
Q4 2023 Jan 18, 2024	SELL	$149.01 - $175.92 $9,238 - $10,907	-62 Reduced 1.16%	5,300 $928,000
Q3 2023 Oct 11, 2023	BUY	$152.69 - $164.44 $9,466 - $10,195	62 Added 1.17%	5,362 $824,000
Q2 2023 Jul 17, 2023	BUY	$136.24 - $158.56 $722,072 - $840,368	5,300 New	5,300 $840,000

Others Institutions Holding IWY

# of Institutions

614

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

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