Merit Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History

Merit Financial Group, LLC

$5.49 Billion
Q4 2024

A detailed history of Merit Financial Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Merit Financial Group, LLC holds 79,750 shares of IWY stock, worth $18.9 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

79,750

Previous 3,321 2301.39%

Holding current value

$18.9 Million

Previous $730,000 2470.14%

% of portfolio

0.34%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$216.72 - $244.71 $16.6 Million - $18.7 Million	76,429 Added 2301.39%	79,750 $18.8 Million
Q3 2024 Oct 17, 2024	SELL	$194.66 - $225.97 $98,692 - $114,566	-507 Reduced 13.24%	3,321 $730,000
Q2 2024 Aug 13, 2024	SELL	$183.56 - $216.15 $183 - $216	-1 Reduced 0.03%	3,828 $821,000
Q1 2024 May 06, 2024	SELL	$170.38 - $196.82 $124,207 - $143,481	-729 Reduced 15.99%	3,829 $747,000
Q4 2023 Feb 06, 2024	BUY	$149.01 - $175.92 $142,304 - $168,003	955 Added 26.51%	4,558 $798,000
Q3 2023 Nov 07, 2023	SELL	$152.69 - $164.44 $102,149 - $110,010	-669 Reduced 15.66%	3,603 $554,000
Q2 2023 Aug 01, 2023	BUY	$136.24 - $158.56 $108,447 - $126,213	796 Added 22.9%	4,272 $677,000
Q1 2023 Apr 24, 2023	SELL	$117.74 - $138.93 $4,120 - $4,862	-35 Reduced 1.0%	3,476 $482,000
Q4 2022 Jan 13, 2023	BUY	$117.55 - $131.34 $23,510 - $26,268	200 Added 6.04%	3,511 $0
Q3 2022 Oct 31, 2022	SELL	$119.49 - $146.95 $422,516 - $519,615	-3,536 Reduced 51.64%	3,311 $396,000
Q2 2022 Aug 08, 2022	BUY	$120.18 - $161.96 $271,726 - $366,191	2,261 Added 49.3%	6,847 $858,000
Q1 2022 May 13, 2022	BUY	$141.01 - $175.1 $646,671 - $803,008	4,586 New	4,586 $729,000

Others Institutions Holding IWY

# of Institutions

575

Shares Held

52.7M

Call Options Held

10.4K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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Merit Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History