Arkadios Wealth Advisors Ishares Tr Russell 200 Growth Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Arkadios Wealth Advisors holds 5,623 shares of IWY stock, worth $1.34 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,623

Previous 4,957 13.44%

Holding current value

$1.34 Million

Previous $1.06 Million 16.37%

% of portfolio

0.08%

Previous 0.08%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$194.66 - $225.97 $129,643 - $150,496	666 Added 13.44%	5,623 $1.24 Million
Q2 2024 Jul 29, 2024	BUY	$183.56 - $216.15 $19,090 - $22,479	104 Added 2.14%	4,957 $1.06 Million
Q1 2024 Apr 30, 2024	BUY	$170.38 - $196.82 $340 - $393	2 Added 0.04%	4,853 $946,000
Q4 2023 Jan 24, 2024	BUY	$149.01 - $175.92 $461,334 - $544,648	3,096 Added 176.41%	4,851 $849,000
Q3 2023 Oct 13, 2023	SELL	$152.69 - $164.44 $88,102 - $94,881	-577 Reduced 24.74%	1,755 $269,000
Q2 2023 Jul 26, 2023	BUY	$136.24 - $158.56 $317,711 - $369,761	2,332 New	2,332 $369,000
Q4 2022 Jan 11, 2023	SELL	$117.55 - $131.34 $7,993 - $8,931	-68 Reduced 2.6%	2,552 $0
Q3 2022 Oct 21, 2022	BUY	$119.49 - $146.95 $238 - $293	2 Added 0.08%	2,620 $313,000
Q2 2022 Jul 14, 2022	SELL	$120.18 - $161.96 $2,523 - $3,401	-21 Reduced 0.8%	2,618 $328,000
Q1 2022 May 02, 2022	SELL	$141.01 - $175.1 $427,965 - $531,428	-3,035 Reduced 53.49%	2,639 $419,000
Q4 2021 Feb 03, 2022	SELL	$150.99 - $175.61 $3.88 Million - $4.52 Million	-25,711 Reduced 81.92%	5,674 $984,000
Q3 2021 Oct 19, 2021	BUY	$151.1 - $163.27 $11,181 - $12,081	74 Added 0.24%	31,385 $4.79 Million
Q2 2021 Jul 28, 2021	BUY	$136.12 - $150.82 $3.9 Million - $4.32 Million	28,633 Added 1069.19%	31,311 $4.72 Million
Q1 2021 Apr 26, 2021	BUY	$127.24 - $139.47 $116,042 - $127,196	912 Added 51.64%	2,678 $360,000
Q4 2020 Feb 09, 2021	BUY	$116.6 - $133.06 $175,599 - $200,388	1,506 Added 579.23%	1,766 $235,000
Q4 2019 Feb 14, 2020	BUY	$84.75 - $97.05 $22,035 - $25,233	260 New	260 $0

Others Institutions Holding IWY

# of Institutions

530

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Arkadios Wealth Advisors Ishares Tr Russell 200 Growth Transaction History