Aptus Capital Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Aptus Capital Advisors, LLC

$5.23 Billion
Q2 2024

A detailed history of Aptus Capital Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Aptus Capital Advisors, LLC holds 404 shares of IWY stock, worth $88,597. This represents 0.0% of its overall portfolio holdings.

Number of Shares

404

Previous 452 10.62%

Holding current value

$88,597

Previous $88,000 2.27%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$183.56 - $216.15 $8,810 - $10,375	-48 Reduced 10.62%	404 $86,000
Q1 2024 May 15, 2024	BUY	$170.38 - $196.82 $8,178 - $9,447	48 Added 11.88%	452 $88,000
Q2 2023 Aug 11, 2023	SELL	$136.24 - $158.56 $41,689 - $48,519	-306 Reduced 43.1%	404 $64,000
Q1 2023 May 09, 2023	SELL	$117.74 - $138.93 $24,136 - $28,480	-205 Reduced 22.4%	710 $98,000
Q3 2022 Nov 02, 2022	BUY	$119.49 - $146.95 $45,286 - $55,694	379 Added 70.71%	915 $109,000
Q2 2022 Jul 29, 2022	BUY	$120.18 - $161.96 $64,416 - $86,810	536 New	536 $67,000

Others Institutions Holding IWY

# of Institutions

513

Shares Held

53.5M

Call Options Held

5.4K

Put Options Held

600

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About ISHARES TR RUSSELL 200 GROWTH

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Aptus Capital Advisors, LLC Ishares Tr Russell 200 Growth Transaction History