Integrated Wealth Concepts LLC Ishares Tr Russell 200 Growth Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,764 shares of IWY stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,764
Previous 6,150 38.8%
Holding current value
$1.03 Million
Previous $1.3 Million 28.53%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$187.5 - $246.51 $447,375 - $588,172
-2,386 Reduced 38.8%
3,764 $927,000
Q1 2025

May 15, 2025
SELL
$210.19 - $243.33 $90,591 - $104,875
-431 Reduced 6.55%
6,150 $1.3 Million
Q4 2024

Feb 14, 2025
BUY
$216.72 - $244.71 $775,207 - $875,327
3,577 Added 119.07%
6,581 $1.55 Million
Q3 2024

Nov 14, 2024
SELL
$194.66 - $225.97 $197,579 - $229,359
-1,015 Reduced 25.26%
3,004 $661,000
Q2 2024

Aug 14, 2024
BUY
$183.56 - $216.15 $23,679 - $27,883
129 Added 3.32%
4,019 $862,000
Q1 2024

May 15, 2024
BUY
$170.38 - $196.82 $26,238 - $30,310
154 Added 4.12%
3,890 $758,000
Q4 2023

Feb 13, 2024
BUY
$149.01 - $175.92 $104,157 - $122,968
699 Added 23.02%
3,736 $654,000
Q3 2023

Nov 15, 2023
SELL
$152.69 - $164.44 $186,281 - $200,616
-1,220 Reduced 28.66%
3,037 $467,000
Q2 2023

Aug 15, 2023
BUY
$136.24 - $158.56 $163,079 - $189,796
1,197 Added 39.12%
4,257 $674,000
Q1 2023

May 03, 2023
BUY
$117.74 - $138.93 $360,284 - $425,125
3,060 New
3,060 $425,000

Others Institutions Holding IWY

# of Institutions
632
Shares Held
52.8M
Call Options Held
6.8K
Put Options Held
4.8K
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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