Fermata Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Fermata Advisors, LLC

  • $439 Million
  • Q1 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 1,691 shares of IWY stock, worth $377,651. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,691
Previous 1,816 6.88%
Holding current value
$377,651
Previous $318,000 3.46%
% of portfolio
0.07%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$117.64 - $131.34 $51,055 - $57,001
-434 Reduced 15.13%
2,434 $293,000
Q3 2022

Nov 14, 2022
BUY
N/A
777 Added 37.16%
2,868 $343,000
Q2 2022

Aug 09, 2022
SELL
N/A
-11,164 Reduced 84.22%
2,091 $262,000
Q1 2022

Apr 22, 2022
BUY
N/A
1,913 Added 16.87%
13,255 $2.11 Million
Q4 2021

Feb 02, 2022
BUY
N/A
5,780 Added 103.92%
11,342 $1.97 Million
Q3 2021

Oct 29, 2021
BUY
N/A
5,562 New
5,562 $849,000

Others Institutions Holding IWY

# of Institutions
462
Shares Held
51.1M
Call Options Held
2K
Put Options Held
1.2K
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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