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

Life Plan Investment Advisors, Inc.

$238 Billion
Q3 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 2,828 shares of IWY stock, worth $780,669. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,828

Previous 1,465 93.04%

Holding current value

$780,669

Previous $361 Million 114.29%

% of portfolio

0.32%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$243.93 - $275.62 $332,476 - $375,670	1,363 Added 93.04%	2,828 $774 Million
Q2 2025 Aug 14, 2025	SELL	$187.5 - $246.51 $32,625 - $42,892	-174 Reduced 10.62%	1,465 $361 Million
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

675

Shares Held

55.1M

Call Options Held

Put Options Held

2.7K

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About ISHARES TR RUSSELL 200 GROWTH

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