Confluence Wealth Services, Inc. Ishares Tr Russell 200 Growth Transaction History

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 3,799 shares of IWY stock, worth $970,188. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,799
Previous 1,205 215.27%
Holding current value
$970,188
Previous $254,000 268.5%
% of portfolio
0.06%
Previous 0.02%

Shares

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

Jul 22, 2025
BUY
$187.5 - $246.51 $486,375 - $639,446
2,594 Added 215.27%
3,799 $936,000
Q1 2025

Apr 24, 2025
SELL
$210.19 - $243.33 $13,872 - $16,059
-66 Reduced 5.19%
1,205 $254,000
Q4 2024

Jan 27, 2025
SELL
$216.72 - $244.71 $8,885 - $10,033
-41 Reduced 3.13%
1,271 $299,000
Q3 2024

Oct 29, 2024
SELL
$194.66 - $225.97 $2,725 - $3,163
-14 Reduced 1.06%
1,312 $288,000
Q2 2024

Jul 31, 2024
SELL
$183.56 - $216.15 $1,101 - $1,296
-6 Reduced 0.45%
1,326 $284,000
Q1 2024

Apr 22, 2024
SELL
$170.38 - $196.82 $4,600 - $5,314
-27 Reduced 1.99%
1,332 $259,000
Q4 2023

Jan 25, 2024
SELL
$149.01 - $175.92 $3,874 - $4,573
-26 Reduced 1.88%
1,359 $238,000
Q3 2023

Nov 01, 2023
SELL
$152.69 - $164.44 $7,787 - $8,386
-51 Reduced 3.55%
1,385 $213,000
Q2 2023

Aug 01, 2023
BUY
$136.24 - $158.56 $195,640 - $227,692
1,436 New
1,436 $227,000
Q1 2022

Apr 26, 2022
SELL
$141.01 - $175.1 $157,085 - $195,061
-1,114 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$150.99 - $175.61 $168,202 - $195,629
1,114 New
1,114 $193,000

Others Institutions Holding IWY

# of Institutions
601
Shares Held
52.5M
Call Options Held
4.7K
Put Options Held
6.5K
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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