Elevated Capital Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Elevated Capital Advisors, LLC

$340 Million
Q3 2024

A detailed history of Elevated Capital Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Elevated Capital Advisors, LLC holds 4,181 shares of IWY stock, worth $971,329. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,181

Previous 12,172 65.65%

Holding current value

$971,329

Previous $2.61 Million 64.76%

% of portfolio

0.27%

Previous 0.77%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$194.66 - $225.97 $1.56 Million - $1.81 Million	-7,991 Reduced 65.65%	4,181 $920,000
Q2 2024 Aug 01, 2024	BUY	$183.56 - $216.15 $25,514 - $30,044	139 Added 1.16%	12,172 $2.61 Million
Q1 2024 Apr 15, 2024	BUY	$170.38 - $196.82 $1.79 Million - $2.07 Million	10,502 Added 685.96%	12,033 $2.35 Million
Q4 2023 Jan 09, 2024	SELL	$149.01 - $175.92 $3,278 - $3,870	-22 Reduced 1.42%	1,531 $268,000
Q3 2023 Oct 17, 2023	BUY	$152.69 - $164.44 $11,146 - $12,004	73 Added 4.93%	1,553 $238,000
Q2 2023 Aug 18, 2023	SELL	$136.24 - $158.56 $128,338 - $149,363	-942 Reduced 38.89%	1,480 $234,000
Q1 2023 Apr 18, 2023	BUY	$117.74 - $138.93 $3,885 - $4,584	33 Added 1.38%	2,422 $336,000
Q4 2022 Jan 17, 2023	BUY	$117.55 - $131.34 $280,826 - $313,771	2,389 New	2,389 $0

Others Institutions Holding IWY

# of Institutions

515

Shares Held

50.4M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

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Elevated Capital Advisors, LLC Ishares Tr Russell 200 Growth Transaction History