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 $5.33 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
24,375
Previous 46,306 47.36%
Holding current value
$5.33 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
463
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
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 Bms Financial Advisors, LLC Portfolio

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

News

Stay updated on Bms Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email