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

599

Shares Held

51.9M

Call Options Held

4.7K

Put Options Held

6.5K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.

Account

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