Capital Advisory Group Advisory Services, LLC Ishares Tr Russell 200 ETF Transaction History

Capital Advisory Group Advisory Services, LLC

  • $274 Million
  • Q2 2025

A detailed history of Capital Advisory Group Advisory Services, LLC transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Capital Advisory Group Advisory Services, LLC holds 3,446 shares of IWL stock, worth $535,853. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,446
Previous 6,401 46.16%
Holding current value
$535,853
Previous $874,000 39.7%
% of portfolio
0.19%
Previous 0.34%

Shares

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

Jul 10, 2025
SELL
$122.36 - $153.12 $361,573 - $452,469
-2,955 Reduced 46.16%
3,446 $527,000
Q1 2025

Apr 15, 2025
BUY
$135.83 - $151.73 $6,519 - $7,283
48 Added 0.76%
6,401 $874,000
Q4 2024

Feb 03, 2025
BUY
$138.92 - $149.97 $347,994 - $375,674
2,505 Added 65.1%
6,353 $919,000
Q3 2024

Oct 15, 2024
BUY
$126.32 - $140.44 $230,660 - $256,443
1,826 Added 90.31%
3,848 $540,000
Q2 2024

Jul 22, 2024
BUY
$120.51 - $134.58 $243,671 - $272,120
2,022 New
2,022 $270,000

Others Institutions Holding IWL

# of Institutions
214
Shares Held
8.44M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 ETF

IWL Quotes by TradingView
  • Ticker IWL
  • Sector ETFs
  • Industry ETFs
More about IWL
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