Bms Financial Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Bms Financial Advisors, LLC

  • $148 Million
  • Q2 2023

A detailed history of Bms Financial Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Bms Financial Advisors, LLC holds 24,375 shares of IWY stock, worth $5.78 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
24,375
Previous 46,306 47.36%
Holding current value
$5.78 Million
Previous $6.43 Million 39.93%
% of portfolio
2.61%
Previous 4.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 31, 2023
SELL
$136.24 - $158.56 $2.99 Million - $3.48 Million
-21,931 Reduced 47.36%
24,375 $3.86 Million
Q1 2023

Apr 10, 2023
BUY
$117.74 - $138.93 $5.45 Million - $6.43 Million
46,306 New
46,306 $6.43 Million

Others Institutions Holding IWY

# of Institutions
537
Shares Held
50.1M
Call Options Held
12.3K
Put Options Held
5.1K
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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