Beacon Pointe Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 1,012 shares of IWY stock, worth $216,729. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,012
Previous 997 1.5%
Holding current value
$216,729
Previous $234,000 8.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
BUY
$210.19 - $243.33 $3,152 - $3,649
15 Added 1.5%
1,012 $213,000
Q4 2024

Feb 14, 2025
BUY
$216.72 - $244.71 $216 - $244
1 Added 0.1%
997 $234,000
Q3 2024

Nov 14, 2024
BUY
$194.66 - $225.97 $194 - $225
1 Added 0.1%
996 $219,000
Q2 2024

Aug 12, 2024
BUY
$183.56 - $216.15 $182,642 - $215,069
995 New
995 $213,000

Others Institutions Holding IWY

# of Institutions
597
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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