Captrust Financial Advisors Ishares Tr Russell 200 Growth Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Captrust Financial Advisors holds 16,144 shares of IWY stock, worth $3.53 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,144
Previous 34,513 53.22%
Holding current value
$3.53 Million
Previous $6.05 Million 47.92%
% of portfolio
0.01%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$170.38 - $196.82 $3.13 Million - $3.62 Million
-18,369 Reduced 53.22%
16,144 $3.15 Million
Q4 2023

Feb 14, 2024
BUY
$149.01 - $175.92 $1.88 Million - $2.22 Million
12,642 Added 57.8%
34,513 $6.05 Million
Q3 2023

Nov 14, 2023
BUY
$152.69 - $164.44 $948,357 - $1.02 Million
6,211 Added 39.66%
21,871 $3.36 Million
Q2 2023

Aug 14, 2023
BUY
$136.24 - $158.56 $1.49 Million - $1.73 Million
10,911 Added 229.75%
15,660 $2.48 Million
Q1 2023

May 15, 2023
BUY
$117.74 - $138.93 $4,120 - $4,862
35 Added 0.74%
4,749 $659,000
Q4 2022

Feb 15, 2023
BUY
$117.64 - $131.34 $50,938 - $56,870
433 Added 10.11%
4,714 $568,000
Q3 2022

Nov 16, 2022
SELL
N/A
-2,285 Reduced 34.8%
4,281 $512,000
Q2 2022

Aug 16, 2022
SELL
N/A
-276,130 Reduced 97.68%
6,566 $822,000
Q1 2022

May 16, 2022
BUY
N/A
282,068 Added 44915.29%
282,696 $44.9 Million
Q4 2021

Feb 14, 2022
BUY
N/A
539 Added 605.62%
628 $109,000
Q2 2021

Aug 16, 2021
SELL
N/A
-18 Reduced 16.82%
89 $13,000
Q1 2021

May 17, 2021
BUY
N/A
18 Added 20.22%
107 $14,000
Q4 2020

Feb 16, 2021
SELL
N/A
-506 Reduced 85.04%
89 $12,000
Q3 2020

Nov 17, 2020
BUY
N/A
506 Added 568.54%
595 $73,000
Q2 2020

Aug 14, 2020
BUY
N/A
89 New
89 $10,000
Q4 2019

Feb 14, 2020
SELL
N/A
-89 Closed
0 $0
Q3 2019

Nov 14, 2019
SELL
N/A
-700 Reduced 88.72%
89 $8,000
Q3 2017

Nov 13, 2017
BUY
N/A
700 Added 786.52%
789 $54,000
Q2 2017

Nov 13, 2017
BUY
N/A
89
89 $6,000

Others Institutions Holding IWY

# of Institutions
463
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
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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