Montag A & Associates Inc Ishares Tr Russell 200 Growth Transaction History

Montag A & Associates Inc

  • $2.02 Billion
  • Q2 2025

A detailed history of Montag A & Associates Inc transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Montag A & Associates Inc holds 2,855 shares of IWY stock, worth $778,644. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,855
Previous 2,855 -0.0%
Holding current value
$778,644
Previous $602,000 16.78%
% of portfolio
0.03%
Previous 0.03%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$216.72 - $244.71 $55,263 - $62,401
-255 Reduced 8.2%
2,855 $671,000
Q3 2024

Nov 05, 2024
SELL
$194.66 - $225.97 $9,927 - $11,524
-51 Reduced 1.61%
3,110 $684,000
Q4 2021

Feb 09, 2022
SELL
$150.99 - $175.61 $6,039 - $7,024
-40 Reduced 1.25%
3,161 $0
Q3 2021

Nov 08, 2021
SELL
$151.1 - $163.27 $60,440 - $65,308
-400 Reduced 11.11%
3,201 $489,000
Q1 2021

May 14, 2021
SELL
$127.24 - $139.47 $152,688 - $167,364
-1,200 Reduced 24.99%
3,601 $484,000
Q2 2020

Aug 04, 2020
BUY
$80.54 - $107.61 $96,648 - $129,132
1,200 Added 33.32%
4,801 $512,000
Q1 2020

May 06, 2020
SELL
$73.46 - $106.09 $58,767 - $84,872
-800 Reduced 18.18%
3,601 $303,000
Q3 2019

Nov 04, 2019
BUY
$86.45 - $88.64 $30,343 - $31,112
351 Added 8.67%
4,401 $383,000
Q2 2019

Aug 06, 2019
SELL
N/A
-300 Reduced 6.9%
4,050 $347,000
Q4 2018

Feb 06, 2019
SELL
N/A
-1,100 Reduced 20.18%
4,350 $312,000
Q3 2018

Nov 07, 2018
BUY
N/A
600 Added 12.37%
5,450 $466,000
Q1 2018

May 07, 2018
BUY
N/A
500 Added 11.49%
4,850 $358,000
Q3 2017

Nov 06, 2017
BUY
N/A
4,350
4,350 $295,000

Others Institutions Holding IWY

# of Institutions
640
Shares Held
52.9M
Call Options Held
6.8K
Put Options Held
4.8K
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 Montag A & Associates Inc Portfolio

Follow Montag A & Associates Inc 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 Montag A & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on Montag A & Associates Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email