A detailed history of Capital Analysts, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Capital Analysts, LLC holds 2,301 shares of IWY stock, worth $548,098. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,301
Previous 957 140.44%
Holding current value
$548,098
Previous $205,000 146.83%
% of portfolio
0.02%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$194.66 - $225.97 $261,623 - $303,703
1,344 Added 140.44%
2,301 $506,000
Q2 2024

Aug 14, 2024

BUY
$183.56 - $216.15 $183 - $216
1 Added 0.1%
957 $205,000
Q1 2024

May 14, 2024

BUY
$170.38 - $196.82 $3,748 - $4,330
22 Added 2.36%
956 $187,000
Q4 2023

Jan 30, 2024

BUY
$149.01 - $175.92 $100,581 - $118,745
675 Added 260.62%
934 $164,000
Q3 2023

Nov 13, 2023

SELL
$152.69 - $164.44 $37,256 - $40,123
-244 Reduced 48.51%
259 $40,000
Q2 2023

Aug 11, 2023

BUY
$136.24 - $158.56 $44,550 - $51,849
327 Added 185.8%
503 $80,000
Q4 2022

Feb 08, 2023

BUY
$117.55 - $131.34 $117 - $131
1 Added 0.57%
176 $21,000
Q3 2022

Nov 14, 2022

BUY
$119.49 - $146.95 $19,954 - $24,540
167 Added 2087.5%
175 $21,000
Q2 2022

Aug 12, 2022

BUY
$120.18 - $161.96 $961 - $1,295
8 New
8 $1,000

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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