Peterson Financial Group, Inc. Ishares Tr Russell 200 Growth Transaction History

Peterson Financial Group, Inc.

$26 Billion
Q3 2024

A detailed history of Peterson Financial Group, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Peterson Financial Group, Inc. holds 10,765 shares of IWY stock, worth $2.56 Million. This represents 9.12% of its overall portfolio holdings.

Number of Shares

10,765

Previous 11,899 9.53%

Holding current value

$2.56 Million

Previous $2.55 Billion 7.2%

% of portfolio

9.12%

Previous 15.56%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$194.66 - $225.97 $220,744 - $256,249	-1,134 Reduced 9.53%	10,765 $2.37 Billion
Q2 2024 Aug 12, 2024	BUY	$183.56 - $216.15 $2.18 Million - $2.57 Million	11,899 New	11,899 $2.55 Billion
Q1 2024 Aug 28, 2024	SELL	$170.38 - $196.82 $157,771 - $182,255	-926 Reduced 6.97%	12,363 $2.41 Billion
Q4 2023 Aug 28, 2024	BUY	$149.01 - $175.92 $134,556 - $158,855	903 Added 7.29%	13,289 $2.33 Billion
Q4 2023 Feb 12, 2024	SELL	$149.01 - $175.92 $217,256 - $256,491	-1,458 Reduced 11.4%	11,330 $1.99 Million
Q3 2023 Aug 28, 2024	BUY	$152.69 - $164.44 $17,101 - $18,417	112 Added 0.91%	12,386 $1.91 Billion
Q3 2023 Oct 31, 2023	SELL	$152.69 - $164.44 $31,454 - $33,874	-206 Reduced 1.59%	12,788 $1.97 Million
Q2 2023 Aug 28, 2024	BUY	$136.24 - $158.56 $51,090 - $59,460	375 Added 3.15%	12,274 $1.95 Billion
Q2 2023 Aug 04, 2023	SELL	$136.24 - $158.56 $29,427 - $34,248	-216 Reduced 1.64%	12,994 $2.06 Million
Q1 2023 Aug 27, 2024	SELL	$117.74 - $138.93 $2,590 - $3,056	-22 Reduced 0.18%	11,877 $1.65 Billion
Q1 2023 Apr 25, 2023	BUY	$117.74 - $138.93 $6,475 - $7,641	55 Added 0.42%	13,210 $1.84 Million
Q4 2022 Aug 27, 2024	BUY	$117.55 - $131.34 $264,957 - $296,040	2,254 Added 18.94%	14,153 $1.71 Billion
Q4 2022 Feb 03, 2023	SELL	$117.55 - $131.34 $120,958 - $135,148	-1,029 Reduced 7.25%	13,155 $1.59 Million
Q3 2022 Aug 26, 2024	SELL	$119.49 - $146.95 $57,594 - $70,829	-482 Reduced 3.1%	15,090 $1.8 Billion
Q3 2022 Oct 17, 2022	SELL	$119.49 - $146.95 $72,052 - $88,610	-603 Reduced 4.08%	14,184 $1.7 Million
Q2 2022 Aug 26, 2024	BUY	$120.18 - $161.96 $441,421 - $594,879	3,673 Added 30.87%	15,572 $1.95 Billion
Q2 2022 Jul 20, 2022	BUY	$120.18 - $161.96 $61,892 - $83,409	515 Added 3.61%	14,787 $1.85 Million
Q1 2022 Aug 26, 2024	BUY	$141.01 - $175.1 $623,969 - $774,817	4,425 Added 37.19%	16,324 $2.59 Billion
Q1 2022 Jul 19, 2022	SELL	$141.01 - $175.1 $485,638 - $603,044	-3,444 Reduced 19.44%	14,272 $2.27 Million
Q1 2022 Apr 18, 2022	SELL	$141.01 - $175.1 $5.14 Million - $6.38 Million	-36,428 Reduced 67.28%	17,716 $2.81 Million
Q4 2021 Aug 22, 2024	BUY	$150.99 - $175.61 $693,195 - $806,225	4,591 Added 38.58%	16,490 $2.86 Billion
Q4 2021 Jan 31, 2022	BUY	$150.99 - $175.61 $8.18 Million - $9.51 Million	54,144 New	54,144 $9.39 Million

Others Institutions Holding IWY

# of Institutions

530

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

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About ISHARES TR RUSSELL 200 GROWTH

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Peterson Financial Group, Inc. Ishares Tr Russell 200 Growth Transaction History