Kelly Financial Services LLC Ishares Tr Russell 200 Growth Transaction History

Kelly Financial Services LLC

  • $268 Million
  • Q2 2024

A detailed history of Kelly Financial Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Kelly Financial Services LLC holds 5,573 shares of IWY stock, worth $1.2 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
5,573
Previous 4,334 28.59%
Holding current value
$1.2 Million
Previous $845,000 41.42%
% of portfolio
0.45%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$183.56 - $216.15 $227,430 - $267,809
1,239 Added 28.59%
5,573 $1.2 Million
Q1 2024

Jul 17, 2024
BUY
$170.38 - $196.82 $94,049 - $108,644
552 Added 14.6%
4,334 $845,000
Q4 2023

Jul 17, 2024
BUY
$149.01 - $175.92 $563,555 - $665,329
3,782 New
3,782 $663 Million
Q3 2023

Jul 17, 2024
SELL
$152.69 - $164.44 $909,268 - $979,240
-5,955 Closed
0 $1,000
Q2 2023

Jul 17, 2024
BUY
$136.24 - $158.56 $111,308 - $129,543
817 Added 15.9%
5,955 $944 Million
Q1 2023

Jul 17, 2024
BUY
$117.74 - $138.93 $604,948 - $713,822
5,138 New
5,138 $714 Million

Others Institutions Holding IWY

# of Institutions
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
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