Oak Harvest Investment Services Ishares Tr Russell 200 Growth Transaction History

Oak Harvest Investment Services

  • $696 Million
  • Q1 2025

A detailed history of Oak Harvest Investment Services transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Oak Harvest Investment Services holds 24,655 shares of IWY stock, worth $5.28 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
24,655
Previous 21,951 12.32%
Holding current value
$5.28 Million
Previous $5.16 Million 0.7%
% of portfolio
0.75%
Previous 0.72%

Shares

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

May 14, 2025
BUY
$210.19 - $243.33 $568,353 - $657,964
2,704 Added 12.32%
24,655 $5.2 Million
Q4 2024

Jan 23, 2025
BUY
$216.72 - $244.71 $1.13 Million - $1.27 Million
5,196 Added 31.01%
21,951 $5.16 Million
Q3 2024

Oct 25, 2024
BUY
$194.66 - $225.97 $592,934 - $688,304
3,046 Added 22.22%
16,755 $3.69 Million
Q2 2024

Oct 24, 2024
BUY
$183.56 - $216.15 $772,604 - $909,775
4,209 Added 44.31%
13,709 $2.94 Million
Q2 2024

Jul 22, 2024
BUY
$183.56 - $216.15 $772,604 - $909,775
4,209 Added 44.31%
13,709 $2.94 Million
Q1 2024

Oct 24, 2024
SELL
$170.38 - $196.82 $717,129 - $828,415
-4,209 Reduced 30.7%
9,500 $1.85 Million
Q1 2024

Apr 19, 2024
BUY
$170.38 - $196.82 $252,843 - $292,080
1,484 Added 18.51%
9,500 $1.85 Million
Q4 2023

Jan 12, 2024
BUY
$149.01 - $175.92 $600,659 - $709,133
4,031 Added 101.15%
8,016 $1.4 Million
Q3 2023

Oct 25, 2023
BUY
$152.69 - $164.44 $394,245 - $424,584
2,582 Added 184.03%
3,985 $613,000
Q2 2023

Jul 17, 2023
BUY
$136.24 - $158.56 $191,144 - $222,459
1,403 New
1,403 $222,000

Others Institutions Holding IWY

# of Institutions
598
Shares Held
52.3M
Call Options Held
3.4K
Put Options Held
2.2K
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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