Founders Financial Alliance, LLC Ishares Tr Russell 200 Growth Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 1,718 shares of IWY stock, worth $399,125. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,718

Previous 1,718 -0.0%

Holding current value

$399,125

Previous $368,000 2.72%

% of portfolio

0.11%

Previous 0.11%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 23, 2024	SELL	$183.56 - $216.15 $1,101 - $1,296	-6 Reduced 0.35%	1,718 $368,000
Q1 2024 May 14, 2024	SELL	$170.38 - $196.82 $24,534 - $28,342	-144 Reduced 7.71%	1,724 $336,000
Q4 2023 Feb 09, 2024	BUY	$149.01 - $175.92 $149 - $175	1 Added 0.05%	1,868 $327,000
Q3 2023 Nov 13, 2023	SELL	$152.69 - $164.44 $1,068 - $1,151	-7 Reduced 0.37%	1,867 $287,000
Q2 2023 Aug 11, 2023	BUY	$136.24 - $158.56 $39,782 - $46,299	292 Added 18.46%	1,874 $297,000
Q1 2023 May 15, 2023	SELL	$117.74 - $138.93 $38,971 - $45,985	-331 Reduced 17.3%	1,582 $219,000
Q4 2022 Feb 15, 2023	SELL	$117.55 - $131.34 $822 - $919	-7 Reduced 0.36%	1,913 $230,000
Q3 2022 Nov 14, 2022	SELL	$119.49 - $146.95 $17,445 - $21,454	-146 Reduced 7.07%	1,920 $229,000
Q2 2022 Aug 15, 2022	BUY	$120.18 - $161.96 $3,845 - $5,182	32 Added 1.57%	2,066 $259,000
Q1 2022 May 12, 2022	SELL	$141.01 - $175.1 $65,146 - $80,896	-462 Reduced 18.51%	2,034 $323,000
Q3 2021 Nov 15, 2021	SELL	$151.1 - $163.27 $302 - $326	-2 Reduced 0.08%	2,496 $381,000
Q2 2021 Aug 02, 2021	SELL	$136.12 - $150.82 $3,947 - $4,373	-29 Reduced 1.15%	2,498 $374,000
Q1 2021 May 14, 2021	SELL	$127.24 - $139.47 $763 - $836	-6 Reduced 0.24%	2,527 $351,000
Q3 2020 Nov 13, 2020	BUY	$108.23 - $131.63 $274,146 - $333,418	2,533 New	2,533 $312,000

Others Institutions Holding IWY

# of Institutions

515

Shares Held

50.4M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

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Founders Financial Alliance, LLC Ishares Tr Russell 200 Growth Transaction History