Captrust Financial Advisors Ishares Tr Russell 200 ETF Transaction History

Captrust Financial Advisors

  • $34.2 Billion
  • Q4 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Russell 200 ETF stock. As of the latest transaction made, Captrust Financial Advisors holds 1,801 shares of IWL stock, worth $246,124. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,801
Previous 2,430 25.88%
Holding current value
$246,124
Previous $341,000 23.75%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$138.92 - $149.97 $87,380 - $94,331
-629 Reduced 25.88%
1,801 $260,000
Q3 2024

Nov 14, 2024
BUY
$126.32 - $140.44 $25,642 - $28,509
203 Added 9.12%
2,430 $341,000
Q2 2024

Aug 14, 2024
BUY
$120.51 - $134.58 $268,375 - $299,709
2,227 New
2,227 $298,000
Q2 2022

Aug 16, 2022
BUY
$86.81 - $109.4 $86,810 - $109,400
1,000 New
1,000 $90,000

Others Institutions Holding IWL

# of Institutions
200
Shares Held
7.65M
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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