A detailed history of Strategic Financial Concepts, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 7,381 shares of IWY stock, worth $1.67 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
7,381
Previous 5,375 37.32%
Holding current value
$1.67 Million
Previous $942 Million 52.9%
% of portfolio
0.35%
Previous 0.56%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$170.38 - $196.82 $341,782 - $394,820
2,006 Added 37.32%
7,381 $1.44 Billion
Q4 2023

Jan 18, 2024

SELL
$149.01 - $175.92 $194,011 - $229,047
-1,302 Reduced 19.5%
5,375 $942 Million
Q3 2023

Nov 07, 2023

BUY
$152.69 - $164.44 $6,107 - $6,577
40 Added 0.6%
6,677 $1.03 Billion
Q2 2023

Sep 06, 2023

SELL
$136.24 - $158.56 $69,891 - $81,341
-513 Reduced 7.17%
6,637 $1.05 Billion
Q1 2023

Sep 06, 2023

BUY
$117.74 - $138.93 $841,841 - $993,349
7,150 New
7,150 $993 Million

Others Institutions Holding IWY

About ISHARES TR RUSSELL 200 GROWTH


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