Asset Dedication, LLC Ishares Tr Russell 200 Growth Transaction History

Asset Dedication, LLC

  • $1.21 Billion
  • Q1 2025

A detailed history of Asset Dedication, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Asset Dedication, LLC holds 410 shares of IWY stock, worth $95,070. This represents 0.01% of its overall portfolio holdings.

Number of Shares
410
Previous 550 25.45%
Holding current value
$95,070
Previous $129,000 33.33%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$210.19 - $243.33 $29,426 - $34,066
-140 Reduced 25.45%
410 $86,000
Q1 2024

Apr 16, 2024
SELL
$170.38 - $196.82 $93,709 - $108,251
-550 Reduced 50.0%
550 $107,000
Q2 2023

Aug 21, 2023
BUY
$136.24 - $158.56 $74,932 - $87,208
550 Added 100.0%
1,100 $174,000
Q3 2022

Oct 27, 2022
BUY
$119.49 - $146.95 $65,719 - $80,822
550 New
550 $66,000
Q2 2022

Jul 19, 2022
SELL
$120.18 - $161.96 $66,099 - $89,078
-550 Closed
0 $0
Q1 2018

Apr 19, 2018
BUY
N/A
550 New
550 $41,000

Others Institutions Holding IWY

# of Institutions
595
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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