Family Wealth Group, LLC Ishares Tr Russell 200 Growth Transaction History

Family Wealth Group, LLC

  • $96.6 Million
  • Q2 2025

A detailed history of Family Wealth Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Family Wealth Group, LLC holds 16,576 shares of IWY stock, worth $4.29 Million. This represents 4.23% of its overall portfolio holdings.

Number of Shares
16,576
Previous 16,723 0.88%
Holding current value
$4.29 Million
Previous $3.53 Million 15.85%
% of portfolio
4.23%
Previous 5.55%

Shares

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

Aug 04, 2025
SELL
$187.5 - $246.51 $27,562 - $36,236
-147 Reduced 0.88%
16,576 $4.09 Million
Q1 2025

May 14, 2025
SELL
$210.19 - $243.33 $194,635 - $225,323
-926 Reduced 5.25%
16,723 $3.53 Million
Q4 2024

May 14, 2025
SELL
$216.72 - $244.71 $137,617 - $155,390
-635 Reduced 3.47%
17,649 $4.15 Million
Q3 2024

Apr 01, 2025
SELL
$194.66 - $225.97 $30,950 - $35,929
-159 Reduced 0.86%
18,284 $4.02 Million
Q3 2024

Nov 14, 2024
SELL
$194.66 - $225.97 $67,352 - $78,185
-346 Reduced 1.85%
18,386 $4.05 Million
Q2 2024

Apr 01, 2025
SELL
$183.56 - $216.15 $313,153 - $368,751
-1,706 Reduced 8.47%
18,443 $3.96 Million
Q2 2024

Aug 14, 2024
SELL
$183.56 - $216.15 $156,576 - $184,375
-853 Reduced 4.36%
18,732 $4.02 Million
Q1 2024

Apr 01, 2025
SELL
$170.38 - $196.82 $96,435 - $111,400
-566 Reduced 2.73%
20,149 $3.93 Billion
Q1 2024

Aug 14, 2024
SELL
$170.38 - $196.82 $256,762 - $296,607
-1,507 Reduced 7.14%
19,585 $3.82 Million
Q4 2023

Apr 01, 2025
BUY
$149.01 - $175.92 $347,044 - $409,717
2,329 Added 12.67%
20,715 $3.63 Billion
Q4 2023

Feb 14, 2024
BUY
$149.01 - $175.92 $3.14 Million - $3.71 Million
21,092 New
21,092 $3.7 Million

Others Institutions Holding IWY

# of Institutions
615
Shares Held
52.2M
Call Options Held
7.6K
Put Options Held
7.8K
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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