Moneco Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Moneco Advisors, LLC

$912 Million
Q4 2024

A detailed history of Moneco Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Moneco Advisors, LLC holds 96,848 shares of IWY stock, worth $20.9 Million. This represents 2.5% of its overall portfolio holdings.

Number of Shares

96,848

Previous 75,004 29.12%

Holding current value

$20.9 Million

Previous $16.5 Million 38.06%

% of portfolio

2.5%

Previous 2.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$216.72 - $244.71 $4.73 Million - $5.35 Million	21,844 Added 29.12%	96,848 $22.8 Million
Q3 2024 Oct 24, 2024	BUY	$194.66 - $225.97 $5.47 Million - $6.35 Million	28,112 Added 59.95%	75,004 $16.5 Million
Q2 2024 Jul 19, 2024	BUY	$183.56 - $216.15 $4.23 Million - $4.98 Million	23,037 Added 96.57%	46,892 $10.1 Million
Q1 2024 Jul 19, 2024	BUY	$170.38 - $196.82 $30,498 - $35,230	179 Added 0.76%	23,855 $4.65 Million
Q1 2024 Apr 25, 2024	BUY	$170.38 - $196.82 $2.4 Million - $2.77 Million	14,093 Added 147.06%	23,676 $4.62 Million
Q4 2023 Mar 13, 2024	BUY	$149.01 - $175.92 $376,250 - $444,197	2,525 Added 35.78%	9,583 $1.68 Million
Q4 2023 Feb 05, 2024	BUY	$149.01 - $175.92 $280,883 - $331,609	1,885 Added 29.98%	8,172 $1.43 Million
Q3 2023 Mar 13, 2024	BUY	$152.69 - $164.44 $87,949 - $94,717	576 Added 8.89%	7,058 $1.09 Million
Q3 2023 Nov 03, 2023	BUY	$152.69 - $164.44 $87,949 - $94,717	576 Added 10.09%	6,287 $967,000
Q2 2023 Mar 13, 2024	SELL	$136.24 - $158.56 $230,245 - $267,966	-1,690 Reduced 20.68%	6,482 $1.03 Million
Q2 2023 Aug 02, 2023	BUY	$136.24 - $158.56 $13,079 - $15,221	96 Added 1.71%	5,711 $905,000
Q1 2023 May 11, 2023	BUY	$117.74 - $138.93 $305,182 - $360,106	2,592 Added 85.74%	5,615 $780,000
Q4 2022 Jan 27, 2023	BUY	$117.55 - $131.34 $355,353 - $397,040	3,023 New	3,023 $364,000

Others Institutions Holding IWY

# of Institutions

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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Moneco Advisors, LLC Ishares Tr Russell 200 Growth Transaction History