N.E.W. Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History

N.E.W. Advisory Services LLC

$899 Million
Q1 2024

A detailed history of N.E.W. Advisory Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 2,704 shares of IWY stock, worth $603,046. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,704

Previous 2,701 0.11%

Holding current value

$603,046

Previous $473,000 11.42%

% of portfolio

0.06%

Previous 0.06%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$170.38 - $196.82 $511 - $590	3 Added 0.11%	2,704 $527,000
Q4 2023 Feb 06, 2024	BUY	$149.01 - $175.92 $1,639 - $1,935	11 Added 0.41%	2,701 $473,000
Q2 2023 Aug 04, 2023	BUY	$136.24 - $158.56 $408 - $475	3 Added 0.11%	2,690 $426,000
Q1 2023 May 10, 2023	BUY	$117.74 - $138.93 $588 - $694	5 Added 0.19%	2,687 $373,000
Q4 2022 Feb 13, 2023	BUY	$117.64 - $131.34 $1,529 - $1,707	13 Added 0.49%	2,682 $323,000

Q2 2022 Aug 01, 2022	BUY	N/A	15 Added 0.57%	2,669 $334,000
Q1 2022 Apr 11, 2022	SELL	N/A	-7 Reduced 0.26%	2,654 $357,000
Q4 2021 Jan 18, 2022	BUY	N/A	7 Added 0.26%	2,661 $461,000
Q2 2020 Jul 09, 2020	BUY	N/A	448 Added 20.31%	2,654 $283,000
Q4 2019 Feb 14, 2020	BUY	N/A	2,206 New	2,206 $213,000

Others Institutions Holding IWY

# of Institutions

462

Shares Held

51.1M

Call Options Held

Put Options Held

1.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of N.E.W. Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on N.E.W. Advisory Services LLC with notifications on news.

Account

N.E.W. Advisory Services LLC Ishares Tr Russell 200 Growth Transaction History