Tru Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Tru Wealth Advisors, LLC

$1.7 Billion
Q2 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 5,006 shares of IWY stock, worth $1.28 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,006

Previous 4,192 19.42%

Holding current value

$1.28 Million

Previous $882,000 39.91%

% of portfolio

0.07%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$187.5 - $246.51 $152,625 - $200,659	814 Added 19.42%	5,006 $1.23 Million
Q1 2025 Apr 10, 2025	BUY	$210.19 - $243.33 $94,375 - $109,255	449 Added 12.0%	4,192 $882,000
Q4 2024 Jan 15, 2025	BUY	$216.72 - $244.71 $138,700 - $156,614	640 Added 20.63%	3,743 $880,000
Q3 2024 Oct 16, 2024	BUY	$194.66 - $225.97 $60,149 - $69,824	309 Added 11.06%	3,103 $682,000
Q2 2024 Jul 16, 2024	BUY	$183.56 - $216.15 $33,040 - $38,907	180 Added 6.89%	2,794 $599,000
Q1 2024 Apr 15, 2024	BUY	$170.38 - $196.82 $41,402 - $47,827	243 Added 10.25%	2,614 $509,000
Q4 2023 Jan 10, 2024	BUY	$149.01 - $175.92 $26,225 - $30,961	176 Added 8.02%	2,371 $415,000
Q3 2023 Oct 10, 2023	BUY	$152.69 - $164.44 $37,561 - $40,452	246 Added 12.62%	2,195 $337,000
Q1 2023 Apr 25, 2023	BUY	$117.74 - $138.93 $229,475 - $270,774	1,949 New	1,949 $270,000

Others Institutions Holding IWY

# of Institutions

606

Shares Held

52.5M

Call Options Held

4.7K

Put Options Held

6.5K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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Tru Wealth Advisors, LLC Ishares Tr Russell 200 Growth Transaction History