Sound Income Strategies, LLC Ishares Tr Russell 200 Growth Transaction History

Sound Income Strategies, LLC

$1.47 Billion
Q4 2024

A detailed history of Sound Income Strategies, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Sound Income Strategies, LLC holds 1,052 shares of IWY stock, worth $251,238. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,052

Previous 1,177 10.62%

Holding current value

$251,238

Previous $258,000 4.26%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$216.72 - $244.71 $27,090 - $30,588	-125 Reduced 10.62%	1,052 $247,000
Q2 2024 Jul 12, 2024	SELL	$183.56 - $216.15 $44,237 - $52,092	-241 Reduced 17.0%	1,177 $252,000
Q1 2024 Apr 15, 2024	BUY	$170.38 - $196.82 $12,778 - $14,761	75 Added 5.58%	1,418 $276,000
Q4 2023 Jan 10, 2024	SELL	$149.01 - $175.92 $54,984 - $64,914	-369 Reduced 21.55%	1,343 $235,000
Q3 2023 Oct 12, 2023	SELL	$152.69 - $164.44 $4,580 - $4,933	-30 Reduced 1.72%	1,712 $263,000
Q2 2023 Jul 10, 2023	SELL	$136.24 - $158.56 $32,561 - $37,895	-239 Reduced 12.06%	1,742 $276,000
Q1 2023 Apr 10, 2023	SELL	$117.74 - $138.93 $148,234 - $174,912	-1,259 Reduced 38.86%	1,981 $275,000
Q4 2022 Jan 11, 2023	SELL	$117.55 - $131.34 $21,629 - $24,166	-184 Reduced 5.37%	3,240 $0
Q3 2022 Oct 18, 2022	SELL	$119.49 - $146.95 $181,266 - $222,923	-1,517 Reduced 30.7%	3,424 $409,000
Q2 2022 Jul 11, 2022	SELL	$120.18 - $161.96 $75,713 - $102,034	-630 Reduced 11.31%	4,941 $619,000
Q1 2022 Apr 11, 2022	SELL	$141.01 - $175.1 $23,830 - $29,591	-169 Reduced 2.94%	5,571 $885,000
Q4 2021 Jan 13, 2022	SELL	$150.99 - $175.61 $18,873 - $21,951	-125 Reduced 2.13%	5,740 $995,000
Q3 2021 Oct 12, 2021	SELL	$151.1 - $163.27 $120,728 - $130,452	-799 Reduced 11.99%	5,865 $895,000
Q2 2021 Jul 13, 2021	BUY	$136.12 - $150.82 $907,103 - $1.01 Million	6,664 New	6,664 $1 Million

Others Institutions Holding IWY

# of Institutions

540

Shares Held

50.2M

Call Options Held

12.3K

Put Options Held

5.1K

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About ISHARES TR RUSSELL 200 GROWTH

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Sound Income Strategies, LLC Ishares Tr Russell 200 Growth Transaction History