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

Great Valley Advisor Group, Inc.

$4.07 Billion
Q4 2024

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 9,908 shares of IWY stock, worth $2.19 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

9,908

Previous 9,905 0.03%

Holding current value

$2.19 Million

Previous $2.18 Million 6.98%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

614

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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