Bourgeon Capital Management LLC Ishares Tr Russell 200 Growth Transaction History

Bourgeon Capital Management LLC

  • $492 Million
  • Q2 2025

A detailed history of Bourgeon Capital Management LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Bourgeon Capital Management LLC holds 1,530 shares of IWY stock, worth $396,270. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,530
Previous 1,529 0.07%
Holding current value
$396,270
Previous $321,000 17.45%
% of portfolio
0.08%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 18, 2025
BUY
$187.5 - $246.51 $187 - $246
1 Added 0.07%
1,530 $377,000
Q1 2025

Apr 09, 2025
BUY
$210.19 - $243.33 $420 - $486
2 Added 0.13%
1,529 $321,000
Q4 2024

Jan 17, 2025
BUY
$216.72 - $244.71 $433 - $489
2 Added 0.13%
1,527 $359,000
Q3 2024

Oct 16, 2024
BUY
$194.66 - $225.97 $296,856 - $344,604
1,525 New
1,525 $335,000

Others Institutions Holding IWY

# of Institutions
615
Shares Held
52.2M
Call Options Held
7.6K
Put Options Held
7.8K
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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