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

Calton & Associates, Inc.

  • $193 Million
  • Q2 2024

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 1,176 shares of IWY stock, worth $257,261. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,176
Previous 1,175 0.09%
Holding current value
$257,261
Previous $229,000 10.04%
% of portfolio
0.13%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
513
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
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More about IWY
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