Center For Financial Planning, Inc. Ishares Tr Russell 200 Growth Transaction History

Center For Financial Planning, Inc.

$869 Million
Q2 2025

A detailed history of Center For Financial Planning, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 567 shares of IWY stock, worth $146,853. This represents 0.02% of its overall portfolio holdings.

Number of Shares

567

Previous 626 9.42%

Holding current value

$146,853

Previous $132,000 5.3%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$187.5 - $246.51 $11,062 - $14,544	-59 Reduced 9.42%	567 $139,000
Q1 2025 Apr 22, 2025	BUY	$210.19 - $243.33 $3,573 - $4,136	17 Added 2.79%	626 $132,000
Q4 2024 Jan 30, 2025	SELL	$216.72 - $244.71 $1,950 - $2,202	-9 Reduced 1.46%	609 $143,000
Q1 2023 May 02, 2023	SELL	$117.74 - $138.93 $1,883 - $2,222	-16 Reduced 2.52%	618 $85,000
Q1 2022 May 03, 2022	SELL	$141.01 - $175.1 $5,358 - $6,653	-38 Reduced 5.65%	634 $101,000
Q2 2020 Aug 06, 2020	BUY	$80.54 - $107.61 $3,382 - $4,519	42 Added 6.67%	672 $72,000
Q4 2019 Feb 14, 2020	BUY	$84.75 - $97.05 $53,392 - $61,141	630 New	630 $61,000

Others Institutions Holding IWY

# of Institutions

616

Shares Held

52.8M

Call Options Held

3.8K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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Center For Financial Planning, Inc. Ishares Tr Russell 200 Growth Transaction History