New Edge Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

New Edge Advisors, LLC

  • $16.2 Billion
  • Q1 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, New Edge Advisors, LLC holds 156,531 shares of IWY stock, worth $36.3 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
156,531
Previous 189,905 17.57%
Holding current value
$36.3 Million
Previous $44.7 Million 26.1%
% of portfolio
0.2%
Previous 0.28%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$210.19 - $243.33 $7.01 Million - $8.12 Million
-33,374 Reduced 17.57%
156,531 $33 Million
Q4 2024

Feb 13, 2025
BUY
$216.72 - $244.71 $1.88 Million - $2.12 Million
8,675 Added 4.79%
189,905 $44.7 Million
Q3 2024

Nov 14, 2024
BUY
$194.66 - $225.97 $5.44 Million - $6.31 Million
27,937 Added 18.22%
181,230 $39.9 Million
Q2 2024

Aug 15, 2024
BUY
$183.56 - $216.15 $958,733 - $1.13 Million
5,223 Added 3.53%
153,293 $32.9 Million
Q1 2024

May 14, 2024
BUY
$170.38 - $196.82 $5.24 Million - $6.05 Million
30,743 Added 26.2%
148,070 $28.9 Million
Q4 2023

Feb 13, 2024
BUY
$149.01 - $175.92 $1.92 Million - $2.27 Million
12,879 Added 12.33%
117,327 $20.6 Million
Q3 2023

Nov 14, 2023
BUY
$152.69 - $164.44 $3.49 Million - $3.75 Million
22,833 Added 27.98%
104,448 $16.1 Million
Q2 2023

Aug 14, 2023
SELL
$136.24 - $158.56 $1.65 Million - $1.92 Million
-12,119 Reduced 12.93%
81,615 $12.9 Million
Q1 2023

May 12, 2023
SELL
$117.74 - $138.93 $7.13 Million - $8.42 Million
-60,588 Reduced 39.26%
93,734 $13 Million
Q4 2022

Feb 14, 2023
BUY
$117.55 - $131.34 $15.1 Million - $16.9 Million
128,560 Added 499.03%
154,322 $18.6 Million
Q3 2022

Nov 14, 2022
BUY
$119.49 - $146.95 $1.5 Million - $1.85 Million
12,571 Added 95.3%
25,762 $3.08 Million
Q2 2022

Aug 09, 2022
SELL
$120.18 - $161.96 $257,065 - $346,432
-2,139 Reduced 13.95%
13,191 $1.65 Million
Q1 2022

May 13, 2022
SELL
$141.01 - $175.1 $1.19 Million - $1.47 Million
-8,412 Reduced 35.43%
15,330 $2.44 Million
Q4 2021

Feb 17, 2022
BUY
$150.99 - $175.61 $2.75 Million - $3.2 Million
18,196 Added 328.09%
23,742 $4.12 Million
Q3 2021

Oct 29, 2021
BUY
$151.1 - $163.27 $838,000 - $905,495
5,546 New
5,546 $847,000

Others Institutions Holding IWY

# of Institutions
595
Shares Held
51.9M
Call Options Held
4.7K
Put Options Held
6.5K
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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