Level Four Advisory Services, LLC Ishares Tr Russell 200 Growth Transaction History

Level Four Advisory Services, LLC

$2.11 Billion
Q2 2024

A detailed history of Level Four Advisory Services, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 3,205 shares of IWY stock, worth $689,235. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,205

Previous 5,884 45.53%

Holding current value

$689,235

Previous $1.15 Million 40.1%

% of portfolio

0.03%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$183.56 - $216.15 $491,757 - $579,065	-2,679 Reduced 45.53%	3,205 $687,000
Q4 2023 Feb 08, 2024	SELL	$149.01 - $175.92 $223,216 - $263,528	-1,498 Reduced 20.29%	5,884 $1.03 Million
Q3 2023 Nov 13, 2023	BUY	$152.69 - $164.44 $55,884 - $60,185	366 Added 5.22%	7,382 $1.14 Million
Q2 2023 Jul 10, 2023	BUY	$136.24 - $158.56 $561,036 - $652,950	4,118 Added 142.1%	7,016 $1.11 Million
Q1 2023 Jun 05, 2023	SELL	$117.74 - $138.93 $296,587 - $349,964	-2,519 Reduced 46.5%	2,898 $402,000
Q4 2022 Feb 13, 2023	BUY	$117.55 - $131.34 $636,768 - $711,468	5,417 New	5,417 $652,000

Others Institutions Holding IWY

# of Institutions

512

Shares Held

53.6M

Call Options Held

5.4K

Put Options Held

600

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About ISHARES TR RUSSELL 200 GROWTH

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Level Four Advisory Services, LLC Ishares Tr Russell 200 Growth Transaction History