Arkadios Wealth Advisors Ishares Tr Russell 200 ETF Transaction History

Arkadios Wealth Advisors

$1.4 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$113.2 - $127.12 $194,704 - $218,646	-1,720 Reduced 2.62%	64,053 $8.14 Million
Q4 2023 Jan 24, 2024	SELL	$99.76 - $115.49 $153,331 - $177,508	-1,537 Reduced 2.28%	65,773 $7.57 Million
Q3 2023 Oct 13, 2023	BUY	$103.05 - $110.14 $79,554 - $85,028	772 Added 1.16%	67,310 $6.96 Million
Q2 2023 Jul 26, 2023	BUY	$96.37 - $106.64 $211,243 - $233,754	2,192 Added 3.41%	66,538 $7.1 Million
Q1 2023 May 02, 2023	BUY	$89.07 - $98.04 $51,482 - $56,667	578 Added 0.91%	64,346 $6.26 Million
Q4 2022 Jan 11, 2023	BUY	$84.55 - $96.02 $136,717 - $155,264	1,617 Added 2.6%	63,768 $0
Q3 2022 Oct 21, 2022	BUY	$84.9 - $102.29 $453,450 - $546,330	5,341 Added 9.4%	62,151 $5.28 Million
Q2 2022 Jul 14, 2022	BUY	$86.81 - $109.4 $117,280 - $147,799	1,351 Added 2.44%	56,810 $5.1 Million
Q1 2022 May 02, 2022	BUY	$99.32 - $114.92 $317,029 - $366,824	3,192 Added 6.11%	55,459 $5.99 Million
Q4 2021 Feb 03, 2022	BUY	$102.63 - $114.76 $1.5 Million - $1.68 Million	14,605 Added 38.78%	52,267 $5.96 Million
Q3 2021 Oct 19, 2021	BUY	$102.4 - $108.9 $635,596 - $675,942	6,207 Added 19.73%	37,662 $3.88 Million
Q2 2021 Jul 28, 2021	BUY	$95.79 - $102.81 $78,835 - $84,612	823 Added 2.69%	31,455 $3.23 Million
Q1 2021 Apr 26, 2021	BUY	$89.14 - $94.85 $39,221 - $41,734	440 Added 1.46%	30,632 $2.9 Million
Q4 2020 Feb 09, 2021	BUY	$78.58 - $90.29 $2.37 Million - $2.73 Million	30,192 New	30,192 $2.73 Million

Others Institutions Holding IWL

# of Institutions

161

Shares Held

7.21M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 200 ETF

Ticker IWL
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