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

Aptus Capital Advisors, LLC

  • $6.27 Billion
  • Q3 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 $92,580. This represents 0.0% of its overall portfolio holdings.

Number of Shares
404
Previous 404 -0.0%
Holding current value
$92,580
Previous $86,000 2.33%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
529
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
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 Aptus Capital Advisors, LLC Portfolio

Follow Aptus Capital Advisors, 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 Aptus Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aptus Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email