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

Safeguard Investment Advisory Group, LLC

$364 Million
Q4 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 3,295 shares of IWY stock, worth $710,467. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,295

Previous 3,187 3.39%

Holding current value

$710,467

Previous $701,000 10.56%

% of portfolio

0.21%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$216.72 - $244.71 $23,405 - $26,428	108 Added 3.39%	3,295 $775,000
Q3 2024 Nov 14, 2024	BUY	$194.66 - $225.97 $583 - $677	3 Added 0.09%	3,187 $701,000
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

616

Shares Held

57.8M

Call Options Held

3.4K

Put Options Held

2.2K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

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