Ballast Advisors LLC Ishares Tr Russell 200 Growth Transaction History

Ballast Advisors LLC

  • $314 Million
  • Q2 2024

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 $638,483. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,969
Previous 2,893 2.63%
Holding current value
$638,483
Previous $564,000 12.77%
% of portfolio
0.2%
Previous 0.19%

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
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
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 Ballast Advisors LLC Portfolio

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

News

Stay updated on Ballast Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email