Key Client Fiduciary Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Key Client Fiduciary Advisors, LLC

  • $203 Million
  • Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 2,565 shares of IWY stock, worth $611,213. This represents 0.3% of its overall portfolio holdings.

Number of Shares
2,565
Previous 2,562 0.12%
Holding current value
$611,213
Previous $563,000 7.1%
% of portfolio
0.3%
Previous 0.28%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$216.72 - $244.71 $650 - $734
3 Added 0.12%
2,565 $603,000
Q3 2024

Oct 18, 2024
BUY
$194.66 - $225.97 $583 - $677
3 Added 0.12%
2,562 $563,000
Q2 2024

Jul 16, 2024
BUY
$183.56 - $216.15 $550 - $648
3 Added 0.12%
2,559 $548,000
Q1 2024

Apr 15, 2024
BUY
$170.38 - $196.82 $24,364 - $28,145
143 Added 5.93%
2,556 $498,000
Q4 2023

Jan 09, 2024
SELL
$149.01 - $175.92 $61,094 - $72,127
-410 Reduced 14.52%
2,413 $422,000
Q3 2023

Nov 14, 2023
BUY
$152.69 - $164.44 $4,886 - $5,262
32 Added 1.15%
2,823 $434,000
Q2 2023

Jul 13, 2023
BUY
$136.24 - $158.56 $17,574 - $20,454
129 Added 4.85%
2,791 $442,000
Q1 2023

Apr 25, 2023
BUY
$117.74 - $138.93 $9,890 - $11,670
84 Added 3.26%
2,662 $369,000
Q4 2022

Jan 17, 2023
SELL
$117.55 - $131.34 $100,387 - $112,164
-854 Reduced 24.88%
2,578 $0
Q3 2022

Oct 12, 2022
SELL
$119.49 - $146.95 $16,370 - $20,132
-137 Reduced 3.84%
3,432 $410,000
Q2 2022

Jul 19, 2022
SELL
$120.18 - $161.96 $47,350 - $63,812
-394 Reduced 9.94%
3,569 $447,000
Q1 2022

Apr 18, 2022
SELL
$141.01 - $175.1 $11,139 - $13,832
-79 Reduced 1.95%
3,963 $630,000
Q4 2021

Mar 01, 2022
BUY
$150.99 - $175.61 $610,301 - $709,815
4,042 New
4,042 $701,000

Others Institutions Holding IWY

# of Institutions
559
Shares Held
51.6M
Call Options Held
10.4K
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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