Trinity Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Trinity Wealth Management, LLC

  • $218 Million
  • Q3 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 20,386 shares of IWY stock, worth $4.49 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
20,386
Previous 20,070 1.57%
Holding current value
$4.49 Million
Previous $4.31 Million 4.18%
% of portfolio
2.06%
Previous 2.16%

Shares

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

Oct 18, 2024
BUY
$194.66 - $225.97 $61,512 - $71,406
316 Added 1.57%
20,386 $4.49 Million
Q2 2024

Jul 15, 2024
BUY
$183.56 - $216.15 $3.68 Million - $4.34 Million
20,070 New
20,070 $4.31 Million

Others Institutions Holding IWY

# of Institutions
515
Shares Held
52.7M
Call Options Held
6K
Put Options Held
700
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 Trinity Wealth Management, LLC Portfolio

Follow Trinity Wealth Management, 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 Trinity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email