Great Valley Advisor Group, Inc. Ishares Tr Russell 200 Growth Transaction History

Great Valley Advisor Group, Inc.

$4.08 Billion
Q2 2025

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 9,987 shares of IWY stock, worth $2.72 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,987

Previous 9,828 1.62%

Holding current value

$2.72 Million

Previous $2.07 Million 18.72%

% of portfolio

0.06%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$187.5 - $246.51 $29,812 - $39,195	159 Added 1.62%	9,987 $2.46 Million
Q1 2025 May 08, 2025	SELL	$210.19 - $243.33 $16,815 - $19,466	-80 Reduced 0.81%	9,828 $2.07 Million
Q4 2024 Feb 24, 2025	BUY	$216.72 - $244.71 $650 - $734	3 Added 0.03%	9,908 $2.33 Million
Q3 2024 Nov 12, 2024	SELL	$194.66 - $225.97 $440,710 - $511,596	-2,264 Reduced 18.6%	9,905 $2.18 Million
Q2 2024 Jul 16, 2024	BUY	$183.56 - $216.15 $201,916 - $237,765	1,100 Added 9.94%	12,169 $2.61 Million
Q1 2024 May 03, 2024	BUY	$170.38 - $196.82 $772,162 - $891,988	4,532 Added 69.33%	11,069 $2.16 Million
Q4 2023 Feb 05, 2024	BUY	$149.01 - $175.92 $753,543 - $889,627	5,057 Added 341.69%	6,537 $1.15 Million
Q3 2023 Nov 06, 2023	SELL	$152.69 - $164.44 $239,723 - $258,170	-1,570 Reduced 51.48%	1,480 $227,000
Q2 2023 Aug 10, 2023	BUY	$136.24 - $158.56 $415,532 - $483,608	3,050 New	3,050 $483,000
Q2 2022 Jul 19, 2022	BUY	$120.18 - $161.96 $6,970 - $9,393	58 Added 2.46%	2,414 $302,000
Q1 2022 Apr 20, 2022	SELL	$141.01 - $175.1 $68,812 - $85,448	-488 Reduced 17.16%	2,356 $374,000
Q3 2021 Oct 14, 2021	BUY	$151.1 - $163.27 $429,728 - $464,339	2,844 New	2,844 $434,000

Others Institutions Holding IWY

# of Institutions

623

Shares Held

52.7M

Call Options Held

6.8K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Valley Advisor Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Great Valley Advisor Group, Inc. with notifications on news.

Account

Great Valley Advisor Group, Inc. Ishares Tr Russell 200 Growth Transaction History