Ballast Advisors LLC Ishares Tr Russell 200 Growth Transaction History

Ballast Advisors LLC

  • $313 Million
  • Q1 2025

A detailed history of Ballast Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Ballast Advisors LLC holds 2,969 shares of IWY stock, worth $635,841. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,969
Previous 2,969 -0.0%
Holding current value
$635,841
Previous $698,000 10.32%
% of portfolio
0.2%
Previous 0.22%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$183.56 - $216.15 $13,950 - $16,427
76 Added 2.63%
2,969 $636,000
Q1 2024

May 01, 2024
BUY
$170.38 - $196.82 $12,267 - $14,171
72 Added 2.55%
2,893 $564,000
Q4 2023

Jan 30, 2024
BUY
$149.01 - $175.92 $16,540 - $19,527
111 Added 4.1%
2,821 $494,000
Q2 2023

Aug 04, 2023
BUY
$136.24 - $158.56 $11,307 - $13,160
83 Added 3.16%
2,710 $429,000
Q4 2019

Feb 14, 2020
BUY
$84.75 - $97.05 $222,638 - $254,950
2,627 New
2,627 $254,000

Others Institutions Holding IWY

# of Institutions
598
Shares Held
52.3M
Call Options Held
3.4K
Put Options Held
2.2K
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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