A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 296,465 shares of IWY stock, worth $65.3 Million. This represents 12.62% of its overall portfolio holdings.

Number of Shares
296,465
Previous 296,167 0.1%
Holding current value
$65.3 Million
Previous $63.5 Million 2.68%
% of portfolio
12.62%
Previous 12.94%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$194.66 - $225.97 $58,008 - $67,339
298 Added 0.1%
296,465 $65.2 Million
Q2 2024

Jul 17, 2024

SELL
$183.56 - $216.15 $4.65 Million - $5.48 Million
-25,357 Reduced 7.89%
296,167 $63.5 Million
Q1 2024

Apr 10, 2024

BUY
$170.38 - $196.82 $443,499 - $512,322
2,603 Added 0.82%
321,524 $62.7 Million
Q4 2023

Jan 10, 2024

BUY
$149.01 - $175.92 $1.22 Million - $1.44 Million
8,194 Added 2.64%
318,921 $55.9 Million
Q3 2023

Oct 10, 2023

BUY
$152.69 - $164.44 $1.84 Million - $1.98 Million
12,037 Added 4.03%
310,727 $47.8 Million
Q2 2023

Jul 07, 2023

BUY
$136.24 - $158.56 $4.92 Million - $5.72 Million
36,087 Added 13.74%
298,690 $47.4 Million
Q1 2023

Apr 28, 2023

BUY
$117.74 - $138.93 $538,895 - $635,882
4,577 Added 1.77%
262,603 $36.5 Million
Q4 2022

Jan 10, 2023

BUY
$117.55 - $131.34 $1.18 Million - $1.32 Million
10,047 Added 4.05%
258,026 $0
Q3 2022

Oct 07, 2022

BUY
$119.49 - $146.95 $2.41 Million - $2.97 Million
20,194 Added 8.87%
247,979 $29.6 Million
Q2 2022

Jul 13, 2022

BUY
$120.18 - $161.96 $11.4 Million - $15.4 Million
95,093 Added 71.66%
227,785 $28.5 Million
Q1 2022

Apr 07, 2022

BUY
$141.01 - $175.1 $6.03 Million - $7.49 Million
42,751 Added 47.53%
132,692 $21.1 Million
Q4 2021

Jan 13, 2022

BUY
$150.99 - $175.61 $656,806 - $763,903
4,350 Added 5.08%
89,941 $15.7 Million
Q3 2021

Oct 12, 2021

BUY
$151.1 - $163.27 $275,153 - $297,314
1,821 Added 2.17%
85,591 $13.1 Million
Q2 2021

Jul 14, 2021

SELL
$136.12 - $150.82 $1.25 Million - $1.38 Million
-9,179 Reduced 9.88%
83,770 $12.6 Million
Q1 2021

Apr 26, 2021

BUY
$127.24 - $139.47 $17,304 - $18,967
136 Added 0.15%
92,949 $12.5 Million
Q4 2020

Mar 10, 2021

BUY
$116.6 - $133.06 $10.8 Million - $12.3 Million
92,813 New
92,813 $12.8 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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