Life Plan Investment Advisors, Inc. Ishares Tr Russell 200 Growth Transaction History

Life Plan Investment Advisors, Inc.

  • $174 Billion
  • Q1 2025

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 1,639 shares of IWY stock, worth $380,051. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,639
Previous 1,719 4.65%
Holding current value
$380,051
Previous $404 Million 14.51%
% of portfolio
0.2%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$210.19 - $243.33 $16,815 - $19,466
-80 Reduced 4.65%
1,639 $346 Million
Q4 2024

Feb 14, 2025
SELL
$216.72 - $244.71 $6,284 - $7,096
-29 Reduced 1.66%
1,719 $404 Million
Q3 2024

Jan 21, 2025
BUY
$194.66 - $225.97 $389 - $451
2 Added 0.11%
1,748 $385 Million
Q2 2024

Jan 21, 2025
BUY
$183.56 - $216.15 $734 - $864
4 Added 0.23%
1,746 $375 Million
Q1 2024

Jan 21, 2025
BUY
$170.38 - $196.82 $46,172 - $53,338
271 Added 18.42%
1,742 $340 Million
Q4 2023

Jan 21, 2025
BUY
$149.01 - $175.92 $219,193 - $258,778
1,471 New
1,471 $258 Million

Others Institutions Holding IWY

# of Institutions
595
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
Track This Portfolio

Track Life Plan Investment Advisors, Inc. Portfolio

Follow Life Plan Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Plan Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email