Strategic Financial Concepts, LLC Ishares Tr Russell 200 Growth Transaction History

Strategic Financial Concepts, LLC

$172 Billion
Q2 2024

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 228,205 shares of IWY stock, worth $52 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

228,205

Previous 7,381 2991.79%

Holding current value

$52 Million

Previous $1.44 Billion 6.45%

% of portfolio

0.78%

Previous 0.35%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$183.56 - $216.15 $40.5 Million - $47.7 Million	220,824 Added 2991.79%	228,205 $1.35 Billion
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

# of Institutions

514

Shares Held

50.3M

Call Options Held

Put Options Held

700

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About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Strategic Financial Concepts, LLC Ishares Tr Russell 200 Growth Transaction History