Williams Financial, LLC Ishares Tr Russell 200 Growth Transaction History

Williams Financial, LLC

$125 Million
Q1 2025

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 52,043 shares of IWY stock, worth $11.8 Million. This represents 8.8% of its overall portfolio holdings.

Number of Shares

52,043

Previous 113,271 54.05%

Holding current value

$11.8 Million

Previous $26.6 Million 58.81%

% of portfolio

8.8%

Previous 16.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$210.19 - $243.33 $12.9 Million - $14.9 Million	-61,228 Reduced 54.05%	52,043 $11 Million
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

595

Shares Held

51.8M

Call Options Held

4.7K

Put Options Held

6.5K

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About ISHARES TR RUSSELL 200 GROWTH

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Williams Financial, LLC Ishares Tr Russell 200 Growth Transaction History