Wolf Group Capital Advisors Ishares Tr Russell 200 Growth Transaction History

Wolf Group Capital Advisors

$234 Million
Q3 2024

A detailed history of Wolf Group Capital Advisors transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Wolf Group Capital Advisors holds 38,283 shares of IWY stock, worth $9.1 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares

38,283

Previous 34,638 10.52%

Holding current value

$9.1 Million

Previous $7.43 Million 13.38%

% of portfolio

3.6%

Previous 3.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$194.66 - $225.97 $709,535 - $823,660	3,645 Added 10.52%	38,283 $8.42 Million
Q2 2024 Jul 30, 2024	SELL	$183.56 - $216.15 $669,076 - $787,866	-3,645 Reduced 9.52%	34,638 $7.43 Million
Q4 2023 Jan 22, 2024	BUY	$149.01 - $175.92 $17,285 - $20,406	116 Added 0.3%	38,283 $6.71 Million
Q3 2023 Oct 31, 2023	SELL	$152.69 - $164.44 $23,208 - $24,994	-152 Reduced 0.4%	38,167 $5.87 Million
Q2 2023 Jul 31, 2023	BUY	$136.24 - $158.56 $111,035 - $129,226	815 Added 2.17%	38,319 $6.08 Million
Q1 2023 May 15, 2023	SELL	$117.74 - $138.93 $183,321 - $216,314	-1,557 Reduced 3.99%	37,504 $5.21 Million
Q4 2022 Feb 06, 2023	BUY	$117.55 - $131.34 $4.59 Million - $5.13 Million	39,061 New	39,061 $4.71 Million

Others Institutions Holding IWY

# of Institutions

593

Shares Held

55.6M

Call Options Held

10.4K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wolf Group Capital Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Wolf Group Capital Advisors with notifications on news.

Account

Wolf Group Capital Advisors Ishares Tr Russell 200 Growth Transaction History