Williams Financial, LLC Ishares Tr Russell 200 Growth Transaction History

Williams Financial, LLC

$161 Million
Q4 2024

A detailed history of Williams Financial, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Williams Financial, LLC holds 113,271 shares of IWY stock, worth $26.8 Million. This represents 16.59% of its overall portfolio holdings.

Number of Shares

113,271

Previous 114,198 0.81%

Holding current value

$26.8 Million

Previous $25.1 Million 6.05%

% of portfolio

16.59%

Previous 15.71%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$216.72 - $244.71 $200,899 - $226,846	-927 Reduced 0.81%	113,271 $26.6 Million
Q3 2024 Oct 22, 2024	BUY	$194.66 - $225.97 $204,976 - $237,946	1,053 Added 0.93%	114,198 $25.1 Million
Q2 2024 Aug 08, 2024	SELL	$183.56 - $216.15 $1.28 Billion - $1.51 Billion	-6,984,887 Reduced 98.41%	113,145 $24.3 Million
Q2 2024 Jul 19, 2024	BUY	$183.56 - $216.15 $1.28 Billion - $1.51 Billion	6,984,885 Added 6173.28%	7,098,032 $1.52 Billion
Q1 2024 Apr 10, 2024	BUY	$170.38 - $196.82 $19.3 Million - $22.3 Million	113,147 New	113,147 $22.1 Million

Others Institutions Holding IWY

# of Institutions

575

Shares Held

52.7M

Call Options Held

10.4K

Put Options Held

4.8K

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

More about IWY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams Financial, LLC with notifications on news.

Account

Williams Financial, LLC Ishares Tr Russell 200 Growth Transaction History