Rooted Wealth Advisors, Inc. Ishares Tr Russell 200 Growth Transaction History

Rooted Wealth Advisors, Inc.

  • $239 Million
  • Q1 2025

A detailed history of Rooted Wealth Advisors, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 1,493 shares of IWY stock, worth $314,261. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,493
Previous 1,515 1.45%
Holding current value
$314,261
Previous $358,000 12.29%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Apr 08, 2025
SELL
$210.19 - $243.33 $4,624 - $5,353
-22 Reduced 1.45%
1,493 $314,000
Q4 2024

Jan 30, 2025
SELL
$216.72 - $244.71 $3,250 - $3,670
-15 Reduced 0.98%
1,515 $358,000
Q3 2024

Nov 12, 2024
SELL
$194.66 - $225.97 $21,217 - $24,630
-109 Reduced 6.65%
1,530 $332,000
Q2 2024

Jul 25, 2024
SELL
$183.56 - $216.15 $38,180 - $44,959
-208 Reduced 11.26%
1,639 $351,000
Q1 2024

Apr 17, 2024
BUY
$170.38 - $196.82 $8,519 - $9,841
50 Added 2.78%
1,847 $358,000
Q4 2023

Feb 07, 2024
BUY
$149.01 - $175.92 $3,129 - $3,694
21 Added 1.18%
1,797 $336,000
Q3 2023

Nov 21, 2023
SELL
$152.69 - $164.44 $10,382 - $11,181
-68 Reduced 3.69%
1,776 $297,000
Q2 2023

Aug 03, 2023
SELL
$136.24 - $158.56 $53,406 - $62,155
-392 Reduced 17.53%
1,844 $293,000
Q1 2023

Apr 26, 2023
SELL
$117.74 - $138.93 $5,887 - $6,946
-50 Reduced 2.19%
2,236 $311,000
Q4 2022

Feb 13, 2023
BUY
$117.55 - $131.34 $268,719 - $300,243
2,286 New
2,286 $276,000

Others Institutions Holding IWY

# of Institutions
616
Shares Held
57.9M
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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