Sovereign Financial Group, Inc. Ishares Tr Russell 200 Growth Transaction History

Sovereign Financial Group, Inc.

$426 Million
Q4 2024

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 7,572 shares of IWY stock, worth $1.68 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

7,572

Previous 7,036 7.62%

Holding current value

$1.68 Million

Previous $1.55 Million 15.05%

% of portfolio

0.42%

Previous 0.37%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$216.72 - $244.71 $116,161 - $131,164	536 Added 7.62%	7,572 $1.78 Million
Q3 2024 Oct 08, 2024	BUY	$194.66 - $225.97 $419,102 - $486,513	2,153 Added 44.09%	7,036 $1.55 Million
Q2 2024 Jul 15, 2024	BUY	$183.56 - $216.15 $146,664 - $172,703	799 Added 19.56%	4,883 $1.05 Million
Q1 2024 Apr 15, 2024	BUY	$170.38 - $196.82 $52,306 - $60,423	307 Added 8.13%	4,084 $796,000
Q4 2023 Feb 06, 2024	BUY	$149.01 - $175.92 $130,085 - $153,578	873 Added 30.06%	3,777 $661,000
Q3 2023 Nov 03, 2023	BUY	$152.69 - $164.44 $79,856 - $86,002	523 Added 21.97%	2,904 $446,000
Q2 2023 Jul 31, 2023	BUY	$136.24 - $158.56 $324,387 - $377,531	2,381 New	2,381 $377,000

Others Institutions Holding IWY

# of Institutions

614

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Sovereign Financial Group, Inc. Ishares Tr Russell 200 Growth Transaction History