Dynamic Advisor Solutions LLC Ishares Tr Russell 200 Growth Transaction History

Dynamic Advisor Solutions LLC

  • $3.12 Billion
  • Q2 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 4,084 shares of IWY stock, worth $872,260. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,084
Previous 4,138 1.3%
Holding current value
$872,260
Previous $807,000 8.55%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$183.56 - $216.15 $9,912 - $11,672
-54 Reduced 1.3%
4,084 $876,000
Q1 2024

Apr 12, 2024
SELL
$170.38 - $196.82 $201,218 - $232,444
-1,181 Reduced 22.2%
4,138 $807,000
Q4 2023

Jan 10, 2024
BUY
$149.01 - $175.92 $370,140 - $436,985
2,484 Added 87.62%
5,319 $931,000
Q3 2023

Oct 10, 2023
BUY
$152.69 - $164.44 $120,777 - $130,072
791 Added 38.7%
2,835 $436,000
Q2 2023

Aug 03, 2023
SELL
$136.24 - $158.56 $72,615 - $84,512
-533 Reduced 20.68%
2,044 $324,000
Q1 2023

Apr 10, 2023
SELL
$117.74 - $138.93 $29,552 - $34,871
-251 Reduced 8.88%
2,577 $358,000
Q4 2022

Jan 12, 2023
SELL
$117.55 - $131.34 $38,673 - $43,210
-329 Reduced 10.42%
2,828 $0
Q3 2022

Oct 20, 2022
BUY
$119.49 - $146.95 $20,552 - $25,275
172 Added 5.76%
3,157 $377,000
Q2 2022

Jul 27, 2022
SELL
$120.18 - $161.96 $98,427 - $132,645
-819 Reduced 21.53%
2,985 $374,000
Q1 2022

Apr 11, 2022
SELL
$141.01 - $175.1 $50,763 - $63,036
-360 Reduced 8.65%
3,804 $604,000
Q4 2021

Jan 26, 2022
SELL
$150.99 - $175.61 $10,267 - $11,941
-68 Reduced 1.61%
4,164 $722,000
Q3 2021

Oct 28, 2021
SELL
$151.1 - $163.27 $12,390 - $13,388
-82 Reduced 1.9%
4,232 $646,000
Q2 2021

Aug 10, 2021
BUY
$136.12 - $150.82 $51,997 - $57,613
382 Added 9.72%
4,314 $650,000
Q1 2021

Apr 27, 2021
BUY
$127.24 - $139.47 $48,860 - $53,556
384 Added 10.82%
3,932 $529,000
Q4 2020

Feb 03, 2021
BUY
$116.6 - $133.06 $206,265 - $235,383
1,769 Added 99.44%
3,548 $472,000
Q3 2020

Oct 27, 2020
BUY
$108.23 - $131.63 $192,541 - $234,169
1,779 New
1,779 $216,000
Q4 2018

Jan 29, 2019
SELL
N/A
-2,610 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
35 Added 1.36%
2,610 $223,000
Q2 2018

Aug 07, 2018
BUY
N/A
2,575 New
2,575 $202,000
Q1 2018

May 01, 2018
SELL
N/A
-2,990 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
2,990
2,990 $219,000

Others Institutions Holding IWY

# of Institutions
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email