New England Private Wealth Advisors LLC Ishares Tr Russell 200 Growth Transaction History

New England Private Wealth Advisors LLC

  • $570 Million
  • Q2 2024

A detailed history of New England Private Wealth Advisors LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 7,409 shares of IWY stock, worth $1.58 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,409
Previous 7,402 0.09%
Holding current value
$1.58 Million
Previous $1.44 Million 10.04%
% of portfolio
0.28%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024
BUY
$183.56 - $216.15 $1,284 - $1,513
7 Added 0.09%
7,409 $1.59 Million
Q1 2024

May 08, 2024
BUY
$170.38 - $196.82 $1,533 - $1,771
9 Added 0.12%
7,402 $1.44 Million
Q4 2023

Feb 02, 2024
BUY
$149.01 - $175.92 $4,619 - $5,453
31 Added 0.42%
7,393 $1.3 Million
Q3 2023

Nov 07, 2023
SELL
$152.69 - $164.44 $143,528 - $154,573
-940 Reduced 11.32%
7,362 $1.13 Million
Q2 2023

Aug 11, 2023
BUY
$136.24 - $158.56 $87,466 - $101,795
642 Added 8.38%
8,302 $1.32 Million
Q1 2023

May 04, 2023
BUY
$117.74 - $138.93 $1,883 - $2,222
16 Added 0.21%
7,660 $1.06 Million
Q4 2022

Feb 08, 2023
BUY
$117.55 - $131.34 $4,819 - $5,384
41 Added 0.54%
7,644 $921,000
Q3 2022

Nov 09, 2022
BUY
$119.49 - $146.95 $908,482 - $1.12 Million
7,603 New
7,603 $909,000
Q4 2021

Feb 08, 2022
SELL
$150.99 - $175.61 $1.19 Million - $1.38 Million
-7,865 Closed
0 $0
Q3 2021

Nov 02, 2021
SELL
$151.1 - $163.27 $168,476 - $182,046
-1,115 Reduced 12.42%
7,865 $1.2 Million
Q2 2021

Aug 12, 2021
BUY
$136.12 - $150.82 $378,413 - $419,279
2,780 Added 44.84%
8,980 $1.35 Million
Q1 2021

May 11, 2021
BUY
$127.24 - $139.47 $788,888 - $864,714
6,200 New
6,200 $834,000

Others Institutions Holding IWY

# of Institutions
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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