Safeguard Investment Advisory Group, LLC Ishares Tr Russell 200 Growth Transaction History

Safeguard Investment Advisory Group, LLC

$322 Million
Q2 2024

A detailed history of Safeguard Investment Advisory Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 3,184 shares of IWY stock, worth $680,038. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,184

Previous 3,379 5.77%

Holding current value

$680,038

Previous $659,000 3.64%

% of portfolio

0.21%

Previous 0.22%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$183.56 - $216.15 $35,794 - $42,149	-195 Reduced 5.77%	3,184 $683,000
Q1 2024 May 13, 2024	BUY	$170.38 - $196.82 $12,608 - $14,564	74 Added 2.24%	3,379 $659,000
Q4 2023 Jan 26, 2024	BUY	$149.01 - $175.92 $26,225 - $30,961	176 Added 5.62%	3,305 $579,000
Q3 2023 Nov 14, 2023	BUY	$152.69 - $164.44 $24,430 - $26,310	160 Added 5.39%	3,129 $481,000
Q2 2023 Aug 01, 2023	SELL	$136.24 - $158.56 $2,997 - $3,488	-22 Reduced 0.74%	2,969 $470,000
Q1 2023 May 04, 2023	BUY	$117.74 - $138.93 $8,359 - $9,864	71 Added 2.43%	2,991 $415,000
Q4 2022 Jan 26, 2023	SELL	$117.55 - $131.34 $470 - $525	-4 Reduced 0.14%	2,920 $0
Q3 2022 Oct 25, 2022	SELL	$119.49 - $146.95 $120,445 - $148,125	-1,008 Reduced 25.64%	2,924 $349,000
Q1 2022 May 04, 2022	BUY	$141.01 - $175.1 $78,119 - $97,005	554 Added 16.4%	3,932 $624,000
Q4 2021 Feb 03, 2022	BUY	$150.99 - $175.61 $9,814 - $11,414	65 Added 1.96%	3,378 $585,000
Q3 2021 Oct 20, 2021	SELL	$151.1 - $163.27 $3,022 - $3,265	-20 Reduced 0.6%	3,313 $505,000
Q2 2021 Jul 23, 2021	BUY	$136.12 - $150.82 $26,951 - $29,862	198 Added 6.32%	3,333 $502,000
Q1 2021 May 10, 2021	SELL	$127.24 - $139.47 $28,120 - $30,822	-221 Reduced 6.59%	3,135 $421,000
Q4 2020 Feb 18, 2021	BUY	$116.6 - $133.06 $391,309 - $446,549	3,356 New	3,356 $446,000

Others Institutions Holding IWY

# of Institutions

512

Shares Held

53.6M

Call Options Held

5.4K

Put Options Held

600

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.

Account

Safeguard Investment Advisory Group, LLC Ishares Tr Russell 200 Growth Transaction History