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

N.E.W. Advisory Services LLC

$1.03 Billion
Q4 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 2,712 shares of IWY stock, worth $646,242. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,712

Previous 2,709 0.11%

Holding current value

$646,242

Previous $596,000 7.05%

% of portfolio

0.06%

Previous 0.06%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$216.72 - $244.71 $650 - $734	3 Added 0.11%	2,712 $638,000
Q3 2024 Oct 31, 2024	BUY	$194.66 - $225.97 $583 - $677	3 Added 0.11%	2,709 $596,000
Q2 2024 Aug 02, 2024	BUY	$183.56 - $216.15 $367 - $432	2 Added 0.07%	2,706 $580,000
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	$117.55 - $131.34 $1,528 - $1,707	13 Added 0.49%	2,682 $323,000
Q2 2022 Aug 01, 2022	BUY	$120.18 - $161.96 $1,802 - $2,429	15 Added 0.57%	2,669 $334,000
Q1 2022 Apr 11, 2022	SELL	$141.01 - $175.1 $987 - $1,225	-7 Reduced 0.26%	2,654 $357,000
Q4 2021 Jan 18, 2022	BUY	$150.99 - $175.61 $1,056 - $1,229	7 Added 0.26%	2,661 $461,000
Q2 2020 Jul 09, 2020	BUY	$80.54 - $107.61 $36,081 - $48,209	448 Added 20.31%	2,654 $283,000
Q4 2019 Feb 14, 2020	BUY	$84.75 - $97.05 $186,958 - $214,092	2,206 New	2,206 $213,000

Others Institutions Holding IWY

# of Institutions

559

Shares Held

51.6M

Call Options Held

10.4K

Put Options Held

4.8K

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About ISHARES TR RUSSELL 200 GROWTH

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