Financial Advocates Investment Management Ishares Tr Russell 200 Growth Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Financial Advocates Investment Management holds 1,763 shares of IWY stock, worth $425,817. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,763
Previous 2,502 29.54%
Holding current value
$425,817
Previous $536,000 27.8%
% of portfolio
0.02%
Previous 0.03%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$194.66 - $225.97 $143,853 - $166,991
-739 Reduced 29.54%
1,763 $387,000
Q2 2024

Jul 26, 2024
SELL
$183.56 - $216.15 $1.13 Million - $1.33 Million
-6,138 Reduced 71.04%
2,502 $536,000
Q1 2024

May 01, 2024
BUY
$170.38 - $196.82 $1.27 Million - $1.47 Million
7,477 Added 642.91%
8,640 $1.69 Million
Q4 2023

Feb 08, 2024
SELL
$149.01 - $175.92 $687,979 - $812,222
-4,617 Reduced 79.88%
1,163 $203,000
Q3 2023

Oct 27, 2023
BUY
$152.69 - $164.44 $77,566 - $83,535
508 Added 9.64%
5,780 $889,000
Q2 2023

Aug 07, 2023
SELL
$136.24 - $158.56 $47,820 - $55,654
-351 Reduced 6.24%
5,272 $835,000
Q1 2023

May 11, 2023
SELL
$117.74 - $138.93 $34,851 - $41,123
-296 Reduced 5.0%
5,623 $781,000
Q4 2022

Feb 14, 2023
BUY
$117.55 - $131.34 $193,017 - $215,660
1,642 Added 38.39%
5,919 $713,000
Q3 2022

Nov 14, 2022
SELL
$119.49 - $146.95 $216,515 - $266,273
-1,812 Reduced 29.76%
4,277 $506,000
Q2 2022

Aug 12, 2022
BUY
$120.18 - $161.96 $23,915 - $32,230
199 Added 3.38%
6,089 $763,000
Q1 2022

May 11, 2022
SELL
$141.01 - $175.1 $485,638 - $603,044
-3,444 Reduced 36.9%
5,890 $936,000
Q4 2021

Feb 14, 2022
BUY
$150.99 - $175.61 $642,009 - $746,693
4,252 Added 83.67%
9,334 $843,000
Q3 2021

Nov 04, 2021
BUY
$151.1 - $163.27 $161,525 - $174,535
1,069 Added 26.64%
5,082 $776,000
Q2 2021

Aug 03, 2021
BUY
$136.12 - $150.82 $17,695 - $19,606
130 Added 3.35%
4,013 $605,000
Q1 2021

May 10, 2021
BUY
$127.24 - $139.47 $107,772 - $118,131
847 Added 27.9%
3,883 $522,000
Q4 2020

Feb 12, 2021
SELL
$116.6 - $133.06 $125,345 - $143,039
-1,075 Reduced 26.15%
3,036 $392,000
Q3 2020

Nov 04, 2020
BUY
$108.23 - $131.63 $48,919 - $59,496
452 Added 12.35%
4,111 $499,000
Q2 2020

Aug 14, 2020
SELL
$80.54 - $107.61 $13,933 - $18,616
-173 Reduced 4.51%
3,659 $389,000
Q1 2020

Apr 29, 2020
SELL
$73.46 - $106.09 $91,310 - $131,869
-1,243 Reduced 24.49%
3,832 $323,000
Q4 2019

Feb 13, 2020
BUY
$84.75 - $97.05 $10,085 - $11,548
119 Added 2.4%
5,075 $490,000
Q3 2019

Nov 13, 2019
SELL
$86.45 - $88.64 $172,467 - $176,836
-1,995 Reduced 28.7%
4,956 $431,000
Q2 2019

Aug 08, 2019
BUY
N/A
150 Added 2.21%
6,951 $596,000
Q1 2019

May 16, 2019
BUY
N/A
340 Added 5.26%
6,801 $559,000
Q4 2018

Feb 14, 2019
SELL
N/A
-1,058 Reduced 14.07%
6,461 $0
Q3 2018

Nov 14, 2018
BUY
N/A
18 Added 0.24%
7,519 $0
Q2 2018

Aug 09, 2018
SELL
N/A
-103 Reduced 1.35%
7,501 $591,000
Q1 2018

May 11, 2018
BUY
N/A
17 Added 0.22%
7,604 $561,000
Q4 2017

Feb 15, 2018
BUY
N/A
7,587
7,587 $555,000

Others Institutions Holding IWY

# of Institutions
530
Shares Held
49.9M
Call Options Held
12.3K
Put Options Held
5.1K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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