Gladstone Institutional Advisory LLC Ishares Tr Russell 200 Growth Transaction History

Gladstone Institutional Advisory LLC

$2.5 Billion
Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 1,005 shares of IWY stock, worth $274,093. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,005

Previous 1,044 3.74%

Holding current value

$274,093

Previous $220,000 25.0%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$243.93 - $275.62 $9,513 - $10,749	-39 Reduced 3.74%	1,005 $275,000
Q1 2025 May 15, 2025	SELL	$210.19 - $243.33 $57,381 - $66,429	-273 Reduced 20.73%	1,044 $220,000
Q4 2024 Jan 29, 2025	SELL	$216.72 - $244.71 $1,517 - $1,712	-7 Reduced 0.53%	1,317 $309,000
Q2 2024 Aug 02, 2024	SELL	$183.56 - $216.15 $367 - $432	-2 Reduced 0.15%	1,324 $284,000
Q1 2024 May 14, 2024	BUY	$170.38 - $196.82 $225,923 - $260,983	1,326 New	1,326 $258,000
Q1 2023 May 12, 2023	BUY	$117.74 - $138.93 $62,990 - $74,327	535 Added 19.67%	3,255 $452,000
Q4 2022 Feb 01, 2023	BUY	$117.55 - $131.34 $319,736 - $357,244	2,720 New	2,720 $327,000

Others Institutions Holding IWY

# of Institutions

632

Shares Held

52.8M

Call Options Held

6.8K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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Gladstone Institutional Advisory LLC Ishares Tr Russell 200 Growth Transaction History