Strategic Financial Concepts, LLC Ishares Tr Russell 200 Growth Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 579,187 shares of IWY stock, worth $131 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

579,187

Previous 1,269 45541.21%

Holding current value

$131 Million

Previous $279 Million 671.68%

% of portfolio

0.39%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$216.72 - $244.71 $124 Million - $139 Million	-570,031 Reduced 98.42%	9,156 $2.15 Billion
Q4 2024 Jan 27, 2025	BUY	$216.72 - $244.71 $125 Million - $141 Million	577,918 Added 45541.21%	579,187 $2.15 Billion
Q3 2024 Nov 12, 2024	SELL	$194.66 - $225.97 $44.2 Million - $51.3 Million	-226,936 Reduced 99.44%	1,269 $279 Million
Q2 2024 Aug 06, 2024	BUY	$183.56 - $216.15 $40.5 Million - $47.7 Million	220,824 Added 2991.79%	228,205 $1.35 Billion
Q1 2024 Apr 22, 2024	BUY	$170.38 - $196.82 $341,782 - $394,820	2,006 Added 37.32%	7,381 $1.44 Billion
Q4 2023 Jan 18, 2024	SELL	$149.01 - $175.92 $194,011 - $229,047	-1,302 Reduced 19.5%	5,375 $942 Million
Q3 2023 Nov 07, 2023	BUY	$152.69 - $164.44 $6,107 - $6,577	40 Added 0.6%	6,677 $1.03 Billion
Q2 2023 Sep 06, 2023	SELL	$136.24 - $158.56 $69,891 - $81,341	-513 Reduced 7.17%	6,637 $1.05 Billion
Q1 2023 Sep 06, 2023	BUY	$117.74 - $138.93 $841,841 - $993,349	7,150 New	7,150 $993 Million

Others Institutions Holding IWY

# of Institutions

614

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Strategic Financial Concepts, LLC Ishares Tr Russell 200 Growth Transaction History