Warren Averett Asset Management, LLC Ishares Tr Russell 200 Growth Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 112,532 shares of IWY stock, worth $31.1 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
112,532
Previous 111,713 0.73%
Holding current value
$31.1 Million
Previous $27.5 Million 11.82%
% of portfolio
0.32%
Previous 0.31%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$243.93 - $275.62 $199,778 - $225,732
819 Added 0.73%
112,532 $30.8 Million
Q2 2025

Aug 14, 2025
SELL
$187.5 - $246.51 $101,062 - $132,868
-539 Reduced 0.48%
111,713 $27.5 Million
Q1 2025

May 15, 2025
BUY
$210.19 - $243.33 $58,853 - $68,132
280 Added 0.25%
112,252 $23.7 Million
Q4 2024

Feb 14, 2025
BUY
$216.72 - $244.71 $23.2 Million - $26.2 Million
107,090 Added 2193.57%
111,972 $26.3 Million
Q3 2024

Nov 14, 2024
BUY
$194.66 - $225.97 $950,330 - $1.1 Million
4,882 New
4,882 $1.07 Million

Others Institutions Holding IWY

# of Institutions
674
Shares Held
55.1M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
  • Industry ETFs
More about IWY
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