Oliver Lagore Vanvalin Investment Group Ishares Tr Russell 200 Growth Transaction History

Oliver Lagore Vanvalin Investment Group

$370 Million
Q4 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 1,765 shares of IWY stock, worth $377,992. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,765

Previous 2,041 13.52%

Holding current value

$377,992

Previous $449,000 7.57%

% of portfolio

0.11%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 01, 2025	SELL	$216.72 - $244.71 $59,814 - $67,539	-276 Reduced 13.52%	1,765 $415,000
Q3 2024 Nov 04, 2024	SELL	$194.66 - $225.97 $48,275 - $56,040	-248 Reduced 10.83%	2,041 $449,000
Q2 2024 Aug 15, 2024	BUY	$183.56 - $216.15 $1,284 - $1,513	7 Added 0.31%	2,289 $491,000
Q1 2024 May 15, 2024	SELL	$170.38 - $196.82 $233,079 - $269,249	-1,368 Reduced 37.48%	2,282 $445,000
Q4 2023 Jan 31, 2024	SELL	$149.01 - $175.92 $572,049 - $675,356	-3,839 Reduced 51.26%	3,650 $639,000
Q3 2023 Nov 09, 2023	SELL	$152.69 - $164.44 $1.86 Million - $2.01 Million	-12,213 Reduced 61.99%	7,489 $1.15 Million
Q2 2023 Aug 08, 2023	BUY	$136.24 - $158.56 $2.68 Million - $3.12 Million	19,702 New	19,702 $3.12 Million

Others Institutions Holding IWY

# of Institutions

598

Shares Held

54M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Oliver Lagore Vanvalin Investment Group Ishares Tr Russell 200 Growth Transaction History