Beacon Financial Advisory LLC Ishares Tr Russell 200 Growth Transaction History

Beacon Financial Advisory LLC

  • $298 Million
  • Q1 2025

A detailed history of Beacon Financial Advisory LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 2,195 shares of IWY stock, worth $467,074. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,195
Holding current value
$467,074
% of portfolio
0.16%

Shares

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

Apr 24, 2025
BUY
$210.19 - $243.33 $461,367 - $534,109
2,195 New
2,195 $463,000
Q3 2024

Oct 30, 2024
SELL
$194.66 - $225.97 $31,340 - $36,381
-161 Reduced 6.69%
2,247 $494,000
Q2 2024

Jul 26, 2024
BUY
$183.56 - $216.15 $121,149 - $142,659
660 Added 37.76%
2,408 $516,000
Q1 2024

May 01, 2024
BUY
$170.38 - $196.82 $82,634 - $95,457
485 Added 38.4%
1,748 $341,000
Q4 2023

Jan 23, 2024
BUY
$149.01 - $175.92 $188,199 - $222,186
1,263 New
1,263 $221,000

Others Institutions Holding IWY

# of Institutions
608
Shares Held
54.2M
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
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory 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 Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email