Milestone Investment Advisors LLC Ishares Tr Russell 200 Growth Transaction History

Milestone Investment Advisors LLC

  • $349 Million
  • Q1 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 25,160 shares of IWY stock, worth $5.89 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
25,160
Previous 27,316 7.89%
Holding current value
$5.89 Million
Previous $6.43 Million 17.41%
% of portfolio
1.52%
Previous 1.78%

Shares

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

Apr 28, 2025
SELL
$210.19 - $243.33 $453,169 - $524,619
-2,156 Reduced 7.89%
25,160 $5.31 Million
Q4 2024

Feb 12, 2025
SELL
$216.72 - $244.71 $356,504 - $402,547
-1,645 Reduced 5.68%
27,316 $6.43 Million
Q3 2024

Oct 30, 2024
SELL
$194.66 - $225.97 $2.83 Million - $3.29 Million
-14,539 Reduced 33.42%
28,961 $6.37 Million
Q2 2024

Aug 13, 2024
SELL
$183.56 - $216.15 $1.41 Million - $1.66 Million
-7,671 Reduced 14.99%
43,500 $9.33 Million
Q1 2024

May 14, 2024
SELL
$170.38 - $196.82 $981,048 - $1.13 Million
-5,758 Reduced 10.11%
51,171 $9.98 Million
Q4 2023

Feb 09, 2024
SELL
$149.01 - $175.92 $661,604 - $781,084
-4,440 Reduced 7.23%
56,929 $9.98 Million
Q3 2023

Nov 08, 2023
BUY
$152.69 - $164.44 $557,929 - $600,863
3,654 Added 6.33%
61,369 $9.44 Million
Q2 2023

Aug 02, 2023
BUY
$136.24 - $158.56 $234,332 - $272,723
1,720 Added 3.07%
57,715 $9.15 Million
Q1 2023

May 16, 2023
BUY
$117.74 - $138.93 $294,938 - $348,019
2,505 Added 4.68%
55,995 $7.78 Million
Q4 2022

Mar 15, 2023
BUY
$117.55 - $131.34 $6.29 Million - $7.03 Million
53,490 New
53,490 $6.45 Billion

Others Institutions Holding IWY

# of Institutions
597
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
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