O'Shaughnessy Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History

O'Shaughnessy Asset Management, LLC

  • $14.2 Billion
  • Q2 2025

A detailed history of O'Shaughnessy Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, O'Shaughnessy Asset Management, LLC holds 727 shares of IWY stock, worth $201,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares
727
Previous 817 11.02%
Holding current value
$201,262
Previous $172,000 4.07%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$187.5 - $246.51 $16,875 - $22,185
-90 Reduced 11.02%
727 $179,000
Q1 2025

May 13, 2025
BUY
$210.19 - $243.33 $6,515 - $7,543
31 Added 3.94%
817 $172,000
Q4 2024

Feb 12, 2025
SELL
$216.72 - $244.71 $31,857 - $35,972
-147 Reduced 15.76%
786 $184,000
Q3 2024

Nov 12, 2024
BUY
$194.66 - $225.97 $181,617 - $210,830
933 New
933 $205,000

Others Institutions Holding IWY

# of Institutions
622
Shares Held
52.9M
Call Options Held
6.8K
Put Options Held
4.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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