Lpl Financial LLC Ishares Tr Russell 200 Growth Transaction History

Lpl Financial LLC

  • $246 Billion
  • Q1 2025

A detailed history of Lpl Financial LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Lpl Financial LLC holds 2,182,703 shares of IWY stock, worth $548 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,182,703
Previous 2,212,667 1.35%
Holding current value
$548 Million
Previous $521 Million 11.56%
% of portfolio
0.19%
Previous 0.22%

Shares

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

May 07, 2025
SELL
$210.19 - $243.33 $6.3 Million - $7.29 Million
-29,964 Reduced 1.35%
2,182,703 $460 Million
Q4 2024

Feb 11, 2025
BUY
$216.72 - $244.71 $71.4 Million - $80.7 Million
329,632 Added 17.51%
2,212,667 $521 Million
Q3 2024

Nov 08, 2024
BUY
$194.66 - $225.97 $3.22 Million - $3.73 Million
16,517 Added 0.88%
1,883,035 $414 Million
Q2 2024

Aug 07, 2024
BUY
$183.56 - $216.15 $54.5 Million - $64.1 Million
296,675 Added 18.9%
1,866,518 $400 Million
Q1 2024

May 10, 2024
BUY
$170.38 - $196.82 $52.7 Million - $60.8 Million
309,067 Added 24.51%
1,569,843 $306 Million
Q4 2023

Feb 14, 2024
BUY
$149.01 - $175.92 $24.4 Million - $28.8 Million
163,458 Added 14.9%
1,260,776 $221 Million
Q3 2023

Nov 13, 2023
BUY
$152.69 - $164.44 $66,420 - $71,531
435 Added 0.04%
1,097,318 $169 Million
Q2 2023

Jul 31, 2023
BUY
$136.24 - $158.56 $15.2 Million - $17.7 Million
111,855 Added 11.36%
1,096,883 $174 Million
Q1 2023

May 10, 2023
BUY
$117.74 - $138.93 $25 Million - $29.4 Million
211,913 Added 27.41%
985,028 $137 Million
Q4 2022

Feb 07, 2023
BUY
$117.55 - $131.34 $6.05 Million - $6.76 Million
51,441 Added 7.13%
773,115 $93.2 Million
Q3 2022

Nov 14, 2022
BUY
$119.49 - $146.95 $7.3 Million - $8.98 Million
61,111 Added 9.25%
721,674 $86.2 Million
Q2 2022

Aug 12, 2022
BUY
$120.18 - $161.96 $7.02 Million - $9.46 Million
58,430 Added 9.7%
660,563 $82.7 Million
Q1 2022

May 16, 2022
BUY
$141.01 - $175.1 $8.09 Million - $10 Million
57,339 Added 10.52%
602,133 $95.7 Million
Q4 2021

Feb 14, 2022
BUY
$150.99 - $175.61 $10.5 Million - $12.2 Million
69,720 Added 14.68%
544,794 $94.4 Million
Q3 2021

Nov 15, 2021
BUY
$151.1 - $163.27 $5.25 Million - $5.68 Million
34,770 Added 7.9%
475,074 $72.5 Million
Q2 2021

Aug 13, 2021
BUY
$136.12 - $150.82 $4.07 Million - $4.51 Million
29,903 Added 7.29%
440,304 $66.3 Million
Q1 2021

May 14, 2021
SELL
$127.24 - $139.47 $10 Million - $11 Million
-78,973 Reduced 16.14%
410,401 $55.2 Million
Q4 2020

Feb 12, 2021
BUY
$116.6 - $133.06 $6.1 Million - $6.96 Million
52,284 Added 11.96%
489,374 $65.1 Million
Q3 2020

Nov 09, 2020
BUY
$108.23 - $131.63 $6.71 Million - $8.16 Million
61,973 Added 16.52%
437,090 $53.1 Million
Q2 2020

Aug 13, 2020
BUY
$80.54 - $107.61 $6.82 Million - $9.11 Million
84,634 Added 29.14%
375,117 $40 Million
Q1 2020

May 14, 2020
BUY
$73.46 - $106.09 $1.63 Million - $2.36 Million
22,202 Added 8.28%
290,483 $24.5 Million
Q4 2019

Feb 14, 2020
BUY
$84.75 - $97.05 $3.36 Million - $3.84 Million
39,598 Added 17.32%
268,281 $25.9 Million
Q3 2019

Nov 13, 2019
BUY
$86.45 - $88.64 $55,068 - $56,463
637 Added 0.28%
228,683 $19.9 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-90,584 Reduced 28.43%
228,046 $19.6 Million
Q1 2019

May 08, 2019
BUY
N/A
105,459 Added 49.47%
318,630 $26.2 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-131,284 Reduced 38.11%
213,171 $15.3 Million
Q3 2018

Nov 14, 2018
BUY
N/A
94,295 Added 37.69%
344,455 $29.4 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-24,908 Reduced 9.06%
250,160 $19.6 Million
Q1 2018

May 15, 2018
BUY
N/A
2,056 Added 0.75%
275,068 $20.3 Million
Q4 2017

Feb 14, 2018
BUY
N/A
20,507 Added 8.12%
273,012 $20 Million
Q3 2017

Nov 14, 2017
BUY
N/A
13,953 Added 5.85%
252,505 $17.1 Million
Q2 2017

Aug 14, 2017
BUY
N/A
238,552
238,552 $15.4 Million

Others Institutions Holding IWY

# of Institutions
601
Shares Held
52.6M
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 Lpl Financial LLC Portfolio

Follow Lpl Financial LLC 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email