Calton & Associates, Inc. Ishares Tr Russell 200 Growth Transaction History

Calton & Associates, Inc.

$412 Million
Q1 2025

A detailed history of Calton & Associates, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Calton & Associates, Inc. holds 1,132 shares of IWY stock, worth $277,906. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,132

Previous 32,819 96.55%

Holding current value

$277,906

Previous $6.92 Million 96.56%

% of portfolio

0.06%

Previous 0.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$210.19 - $243.33 $6.66 Million - $7.71 Million	-31,687 Reduced 96.55%	1,132 $238,000
Q1 2025 May 05, 2025	BUY	$210.19 - $243.33 $6.65 Million - $7.7 Million	31,641 Added 2685.99%	32,819 $6.92 Million
Q4 2024 Jan 23, 2025	BUY	$216.72 - $244.71 $255,296 - $288,268	1,178 New	1,178 $277,000
Q2 2024 Jul 19, 2024	BUY	$183.56 - $216.15 $183 - $216	1 Added 0.09%	1,176 $252,000
Q1 2024 Apr 16, 2024	SELL	$170.38 - $196.82 $110,406 - $127,539	-648 Reduced 35.55%	1,175 $229,000
Q4 2023 Feb 07, 2024	BUY	$149.01 - $175.92 $271,645 - $320,702	1,823 New	1,823 $319,000
Q1 2018 Apr 17, 2018	SELL	N/A	-1,869 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	1,869	1,869 $146,000

Others Institutions Holding IWY

# of Institutions

597

Shares Held

51.9M

Call Options Held

4.7K

Put Options Held

6.5K

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About ISHARES TR RUSSELL 200 GROWTH

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Calton & Associates, Inc. Ishares Tr Russell 200 Growth Transaction History