Wharton Business Group, LLC Ishares Tr Russell 200 Growth Transaction History

Wharton Business Group, LLC

$2.32 Billion
Q3 2025

A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wharton Business Group, LLC holds 197,394 shares of IWY stock, worth $54.5 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares

197,394

Previous 197,634 0.12%

Holding current value

$54.5 Million

Previous $48.7 Million 10.87%

% of portfolio

2.33%

Previous 2.06%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$243.93 - $275.62 $58,543 - $66,148	-240 Reduced 0.12%	197,394 $54 Million
Q2 2025 Aug 13, 2025	BUY	$187.5 - $246.51 $324,375 - $426,462	1,730 Added 0.88%	197,634 $48.7 Million
Q1 2025 May 09, 2025	BUY	$210.19 - $243.33 $259,584 - $300,512	1,235 Added 0.63%	195,904 $41.3 Million
Q4 2024 Feb 04, 2025	SELL	$216.72 - $244.71 $1.85 Million - $2.09 Million	-8,547 Reduced 4.21%	194,669 $45.8 Million
Q3 2024 Nov 07, 2024	BUY	$194.66 - $225.97 $692,989 - $804,453	3,560 Added 1.78%	203,216 $44.7 Million

Q2 2024 Aug 12, 2024	SELL	$183.56 - $216.15 $17,438 - $20,534	-95 Reduced 0.05%	199,656 $42.8 Million
Q1 2024 May 13, 2024	SELL	$170.38 - $196.82 $4.44 Million - $5.13 Million	-26,063 Reduced 11.54%	199,751 $39 Million
Q4 2023 Feb 07, 2024	SELL	$149.01 - $175.92 $11,920 - $14,073	-80 Reduced 0.04%	225,814 $39.6 Million
Q3 2023 Nov 06, 2023	BUY	$152.69 - $164.44 $45,807 - $49,332	300 Added 0.13%	225,894 $34.7 Million
Q2 2023 Aug 07, 2023	BUY	$136.24 - $158.56 $16,757 - $19,502	123 Added 0.05%	225,594 $35.8 Million
Q1 2023 May 04, 2023	SELL	$117.74 - $138.93 $4.75 Million - $5.61 Million	-40,345 Reduced 15.18%	225,471 $31.3 Million
Q4 2022 Feb 13, 2023	BUY	$117.55 - $131.34 $4.58 Million - $5.12 Million	38,985 Added 17.19%	265,816 $32 Million
Q3 2022 Oct 31, 2022	BUY	$119.49 - $146.95 $10,754 - $13,225	90 Added 0.04%	226,831 $27.1 Million
Q2 2022 Aug 09, 2022	BUY	$120.18 - $161.96 $2,403 - $3,239	20 Added 0.01%	226,741 $28.4 Million
Q1 2022 May 18, 2022	SELL	$141.01 - $175.1 $1.96 Million - $2.44 Million	-13,915 Reduced 5.78%	226,721 $36 Million
Q4 2021 Feb 10, 2022	BUY	$150.99 - $175.61 $36.3 Million - $42.3 Million	240,636 New	240,636 $41.7 Million
Q3 2021 Nov 09, 2021	SELL	$151.1 - $163.27 $35 Million - $37.8 Million	-231,646 Closed	0 $0
Q2 2021 Aug 11, 2021	BUY	$136.12 - $150.82 $815,358 - $903,411	5,990 Added 2.65%	231,646 $34.9 Million
Q1 2021 May 10, 2021	SELL	$127.24 - $139.47 $5,725 - $6,276	-45 Reduced 0.02%	225,656 $30.4 Million
Q4 2020 Feb 11, 2021	SELL	$116.6 - $133.06 $3.22 Million - $3.68 Million	-27,625 Reduced 10.9%	225,701 $30 Million
Q3 2020 Nov 06, 2020	BUY	$108.23 - $131.63 $9,199 - $11,188	85 Added 0.03%	253,326 $30.7 Million
Q1 2020 Apr 27, 2020	SELL	$73.46 - $106.09 $96,232 - $138,977	-1,310 Reduced 0.51%	253,241 $21.3 Million
Q4 2019 Feb 04, 2020	SELL	$84.75 - $97.05 $20,763 - $23,777	-245 Reduced 0.1%	254,551 $24.6 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-360 Reduced 0.14%	254,796 $21.9 Million
Q1 2019 May 01, 2019	BUY	N/A	25,590 Added 11.15%	255,156 $21 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-1,964 Reduced 0.85%	229,566 $16.5 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-120 Reduced 0.05%	231,530 $19.8 Million
Q1 2018 May 03, 2018	SELL	N/A	-37,990 Reduced 14.09%	231,650 $17.1 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-535 Reduced 0.2%	269,640 $19.7 Million
Q3 2017 Nov 02, 2017	BUY	N/A	270,175	270,175 $18.3 Million

Others Institutions Holding IWY

# of Institutions

671

Shares Held

55M

Call Options Held

Put Options Held

2.7K

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Wharton Business Group, LLC Ishares Tr Russell 200 Growth Transaction History