Castleview Partners, LLC Ishares Tr Russell 200 Growth Transaction History

Castleview Partners, LLC

$151 Million
Q4 2024

A detailed history of Castleview Partners, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Castleview Partners, LLC holds 287 shares of IWY stock, worth $68,389. This represents 0.04% of its overall portfolio holdings.

Number of Shares

287

Previous 285 0.7%

Holding current value

$68,389

Previous $67,000 -0.0%

% of portfolio

0.04%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$216.72 - $244.71 $433 - $489	2 Added 0.7%	287 $67,000
Q3 2024 Oct 21, 2024	BUY	$194.66 - $225.97 $1,751 - $2,033	9 Added 3.26%	285 $62,000
Q2 2024 Jul 31, 2024	BUY	$183.56 - $216.15 $183 - $216	1 Added 0.36%	276 $59,000
Q1 2024 May 09, 2024	BUY	$170.38 - $196.82 $7,155 - $8,266	42 Added 18.03%	275 $53,000
Q4 2023 Feb 05, 2024	BUY	$149.01 - $175.92 $149 - $175	1 Added 0.43%	233 $40,000
Q3 2023 Oct 26, 2023	BUY	$152.69 - $164.44 $3,511 - $3,782	23 Added 11.0%	232 $35,000
Q4 2022 Feb 01, 2023	BUY	$117.55 - $131.34 $24,567 - $27,450	209 New	209 $25,000

Others Institutions Holding IWY

# of Institutions

559

Shares Held

51.6M

Call Options Held

10.4K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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Castleview Partners, LLC Ishares Tr Russell 200 Growth Transaction History