Capital Advisors Wealth Management, LLC Ishares Tr Russell 200 Growth Transaction History

Capital Advisors Wealth Management, LLC

  • $560 Million
  • Q1 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,417 shares of IWY stock, worth $301,523. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,417
Previous 906 56.4%
Holding current value
$301,523
Previous $213,000 39.91%
% of portfolio
0.05%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$210.19 - $243.33 $107,407 - $124,341
511 Added 56.4%
1,417 $298,000
Q4 2024

Jan 14, 2025
BUY
$216.72 - $244.71 $196,348 - $221,707
906 New
906 $213,000

Others Institutions Holding IWY

# of Institutions
611
Shares Held
57.2M
Call Options Held
3.4K
Put Options Held
2.2K
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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