James Investment Research Inc Ishares Tr Russell 200 Growth Transaction History

James Investment Research Inc

  • $813 Million
  • Q2 2025

A detailed history of James Investment Research Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, James Investment Research Inc holds 1,344 shares of IWY stock, worth $366,549. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,344
Previous 1,855 27.55%
Holding current value
$366,549
Previous $391,000 15.35%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Aug 01, 2025
SELL
$187.5 - $246.51 $95,812 - $125,966
-511 Reduced 27.55%
1,344 $331,000
Q1 2025

May 02, 2025
SELL
$210.19 - $243.33 $191,272 - $221,430
-910 Reduced 32.91%
1,855 $391,000
Q4 2024

Jan 30, 2025
SELL
$216.72 - $244.71 $28,173 - $31,812
-130 Reduced 4.49%
2,765 $650,000
Q3 2024

Oct 29, 2024
SELL
$194.66 - $225.97 $36,790 - $42,708
-189 Reduced 6.13%
2,895 $637,000
Q2 2024

Jul 30, 2024
SELL
$183.56 - $216.15 $47,542 - $55,982
-259 Reduced 7.75%
3,084 $661,000
Q1 2024

May 01, 2024
SELL
$170.38 - $196.82 $19,252 - $22,240
-113 Reduced 3.27%
3,343 $652,000
Q4 2023

Feb 06, 2024
SELL
$149.01 - $175.92 $49,173 - $58,053
-330 Reduced 8.72%
3,456 $605,000
Q3 2023

Oct 31, 2023
SELL
$152.69 - $164.44 $38,935 - $41,932
-255 Reduced 6.31%
3,786 $582,000
Q2 2023

Aug 07, 2023
BUY
$136.24 - $158.56 $20,844 - $24,259
153 Added 3.94%
4,041 $640,000
Q1 2023

Apr 25, 2023
SELL
$117.74 - $138.93 $72,410 - $85,441
-615 Reduced 13.66%
3,888 $540,000
Q4 2022

Jan 30, 2023
SELL
$117.55 - $131.34 $163,276 - $182,431
-1,389 Reduced 23.57%
4,503 $543,000
Q3 2022

Oct 31, 2022
SELL
$119.49 - $146.95 $76,832 - $94,488
-643 Reduced 9.84%
5,892 $704,000
Q2 2022

Aug 01, 2022
BUY
$120.18 - $161.96 $785,376 - $1.06 Million
6,535 New
6,535 $818,000

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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