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

Great Valley Advisor Group, Inc.

  • $4.13 Billion
  • Q1 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 9,828 shares of IWY stock, worth $2.28 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,828
Previous 9,908 0.81%
Holding current value
$2.28 Million
Previous $2.33 Million 11.07%
% of portfolio
0.05%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
595
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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