Financial Advocates Investment Management Ishares Tr Russell 200 Growth Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 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 66,566 shares of IWY stock, worth $15.9 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

66,566

Previous 1,763 3675.72%

Holding current value

$15.9 Million

Previous $387,000 3946.51%

% of portfolio

0.92%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$216.72 - $244.71 $14 Million - $15.9 Million	64,803 Added 3675.72%	66,566 $15.7 Million
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

554

Shares Held

51M

Call Options Held

12.3K

Put Options Held

5.1K

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About ISHARES TR RUSSELL 200 GROWTH

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Financial Advocates Investment Management Ishares Tr Russell 200 Growth Transaction History