Capital Asset Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History

Capital Asset Advisory Services LLC

  • $2.13 Billion
  • Q2 2025

A detailed history of Capital Asset Advisory Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 21,275 shares of IWY stock, worth $5.51 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
21,275
Previous 32,044 33.61%
Holding current value
$5.51 Million
Previous $6.74 Million 22.24%
% of portfolio
0.25%
Previous 0.35%

Shares

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

Jul 07, 2025
SELL
$187.5 - $246.51 $2.02 Million - $2.65 Million
-10,769 Reduced 33.61%
21,275 $5.24 Million
Q1 2025

Apr 09, 2025
SELL
$210.19 - $243.33 $234,572 - $271,556
-1,116 Reduced 3.37%
32,044 $6.74 Million
Q4 2024

Jan 22, 2025
SELL
$216.72 - $244.71 $170,775 - $192,831
-788 Reduced 2.32%
33,160 $7.8 Million
Q3 2024

Oct 17, 2024
BUY
$194.66 - $225.97 $6.61 Million - $7.67 Million
33,948 New
33,948 $7.47 Million

Others Institutions Holding IWY

# of Institutions
615
Shares Held
52.2M
Call Options Held
7.6K
Put Options Held
7.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Capital Asset Advisory Services LLC Portfolio

Follow Capital Asset Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Asset Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Asset Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email