Fermata Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Fermata Advisors, LLC

  • $510 Million
  • Q4 2024

A detailed history of Fermata Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Fermata Advisors, LLC holds 1,682 shares of IWY stock, worth $407,649. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,682
Previous 1,681 0.06%
Holding current value
$407,649
Previous $369,000 7.05%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$216.72 - $244.71 $216 - $244
1 Added 0.06%
1,682 $395,000
Q2 2024

Jul 12, 2024
SELL
$183.56 - $216.15 $1,835 - $2,161
-10 Reduced 0.59%
1,681 $360,000
Q1 2024

Apr 12, 2024
SELL
$170.38 - $196.82 $21,297 - $24,602
-125 Reduced 6.88%
1,691 $329,000
Q4 2023

Jan 19, 2024
SELL
$149.01 - $175.92 $75,250 - $88,839
-505 Reduced 21.76%
1,816 $318,000
Q3 2023

Nov 06, 2023
BUY
$152.69 - $164.44 $354,393 - $381,665
2,321 New
2,321 $357,000
Q4 2022

Feb 13, 2023
SELL
$117.55 - $131.34 $51,016 - $57,001
-434 Reduced 15.13%
2,434 $293,000
Q3 2022

Nov 14, 2022
BUY
$119.49 - $146.95 $92,843 - $114,180
777 Added 37.16%
2,868 $343,000
Q2 2022

Aug 09, 2022
SELL
$120.18 - $161.96 $1.34 Million - $1.81 Million
-11,164 Reduced 84.22%
2,091 $262,000
Q1 2022

Apr 22, 2022
BUY
$141.01 - $175.1 $269,752 - $334,966
1,913 Added 16.87%
13,255 $2.11 Million
Q4 2021

Feb 02, 2022
BUY
$150.99 - $175.61 $872,722 - $1.02 Million
5,780 Added 103.92%
11,342 $1.97 Million
Q3 2021

Oct 29, 2021
BUY
$151.1 - $163.27 $840,418 - $908,107
5,562 New
5,562 $849,000

Others Institutions Holding IWY

# of Institutions
542
Shares Held
50.2M
Call Options Held
12.3K
Put Options Held
5.1K
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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