Mutual Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Mutual Advisors, LLC

$3.38 Billion
Q1 2025

A detailed history of Mutual Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Mutual Advisors, LLC holds 8,569 shares of IWY stock, worth $2 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,569

Previous 9,575 10.51%

Holding current value

$2 Million

Previous $2.25 Million 19.76%

% of portfolio

0.05%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$210.19 - $243.33 $211,451 - $244,789	-1,006 Reduced 10.51%	8,569 $1.81 Million
Q4 2024 Jan 17, 2025	BUY	$216.72 - $244.71 $109,010 - $123,089	503 Added 5.54%	9,575 $2.25 Million
Q3 2024 Oct 25, 2024	BUY	$194.66 - $225.97 $1.77 Million - $2.05 Million	9,072 New	9,072 $2 Million
Q2 2020 Aug 05, 2020	SELL	$80.54 - $107.61 $1.72 Million - $2.3 Million	-21,412 Closed	0 $0
Q1 2020 May 13, 2020	BUY	$73.46 - $106.09 $1.33 Million - $1.92 Million	18,120 Added 550.43%	21,412 $1.8 Million
Q4 2019 Feb 11, 2020	SELL	$84.75 - $97.05 $13,899 - $15,916	-164 Reduced 4.75%	3,292 $318,000
Q3 2019 Nov 01, 2019	BUY	$86.45 - $88.64 $18,932 - $19,412	219 Added 6.77%	3,456 $301,000
Q2 2019 Aug 15, 2019	SELL	N/A	-21,426 Reduced 86.88%	3,237 $278,000
Q1 2019 May 15, 2019	BUY	N/A	21,841 Added 773.95%	24,663 $2.03 Million
Q4 2018 Feb 15, 2019	BUY	N/A	2,822 New	2,822 $202,000

Others Institutions Holding IWY

# of Institutions

595

Shares Held

51.9M

Call Options Held

4.7K

Put Options Held

6.5K

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About ISHARES TR RUSSELL 200 GROWTH

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Mutual Advisors, LLC Ishares Tr Russell 200 Growth Transaction History