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

Sovereign Financial Group, Inc.

  • $396 Million
  • Q2 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 4,883 shares of IWY stock, worth $1.07 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,883
Previous 4,084 19.56%
Holding current value
$1.07 Million
Previous $796,000 31.53%
% of portfolio
0.26%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
513
Shares Held
53.5M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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